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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 | $358,797 | $88,754+304.3% | $81,820+338.5% | $145,877+146.0% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 16.34% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,299 | $3,085+104.2% | $2,915+116.1% | $4,663+35.1% |
| Participant deferral / active EE | $12,439 | $4,648+167.6% | $4,323+187.8% | $6,691+85.9% |
| Admin fee / account holder | $7,309 | $8,424-13.2% | $7,391-1.1% | $13,402-45.5% |