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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $601,282 | $159,934+276.0% | $147,005+309.0% | $145,959+312.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.35% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,444 | $5,287-53.8% | $4,934-50.5% | $4,661-47.6% |
| Participant deferral / active EE | $6,100 | $8,427-27.6% | $8,070-24.4% | $6,689-8.8% |
| Admin fee / account holder | $24,180 | $15,053+60.6% | $13,006+85.9% | $13,398+80.5% |