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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 | $455,554 | $138,102+229.9% | $125,381+263.3% | $134,532+238.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -0.94% | 750.73%-751.7pp | 572.31%-573.2pp | 418.27%-419.2pp |
| Employer contribution / active EE | $7,667 | $5,245+46.2% | $4,815+59.2% | $4,741+61.7% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $14,782 | $11,568+27.8% | $10,007+47.7% | $11,429+29.3% |