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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 | $471,162 | $232,540+102.6% | $185,117+154.5% | $147,586+219.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 19.03% | 43.03%-24.0pp | 40.50%-21.5pp | 578.59%-559.6pp |
| Employer contribution / active EE | $8,225 | $5,195+58.3% | $4,182+96.7% | $4,876+68.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $78,791 | $10,275+666.8% | $8,159+865.7% | $10,886+623.8% |