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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 | $404,047 | $100,911+300.4% | $90,440+346.8% | $158,966+154.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 31.16% | 1726.62%-1695.5pp | 1294.38%-1263.2pp | 302.95%-271.8pp |
| Employer contribution / active EE | $3,251 | $3,690-11.9% | $3,263-0.4% | $4,762-31.7% |
| Participant deferral / active EE | $13,688 | $4,348+214.8% | $3,964+245.3% | $5,983+128.8% |
| Admin fee / account holder | $106,786 | $6,507+1541.0% | $5,615+1801.9% | $11,250+849.2% |