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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 | $431,490 | $108,701+297.0% | $74,723+477.5% | $152,909+182.2% |
| Participation rate | 40.0% | 65.4%-25.4pp | 54.5%-14.5pp | 82.5%-42.5pp |
| Annual return | 20.18% | 114.12%-93.9pp | 753.18%-733.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $2,640 | $1,504+75.5% | $1,084+143.5% | $4,764-44.6% |
| Participant deferral / active EE | $8,800 | $2,709+224.9% | $1,962+348.6% | $5,851+50.4% |
| Admin fee / account holder | $778 | $4,906-84.2% | $3,335-76.7% | $11,601-93.3% |