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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 | $360,637 | $72,426+397.9% | $67,560+433.8% | $145,897+147.2% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 13.89% | 7226.78%-7212.9pp | 3533.50%-3519.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $4,342 | $3,074+41.2% | $2,737+58.7% | $4,663-6.9% |
| Participant deferral / active EE | $5,506 | $4,785+15.1% | $4,004+37.5% | $6,689-17.7% |
| Admin fee / account holder | $33,807 | $5,514+513.1% | $3,994+746.4% | $13,390+152.5% |