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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 | $380,450 | $85,171+346.7% | $172,753+120.2% | $72,976+421.3% |
| Participation rate | 68.1% | 70.1%-1.9pp | 82.6%-14.5pp | 69.5%-1.4pp |
| Annual return | 26.29% | 27.32%-1.0pp | 803.00%-776.7pp | 81.02%-54.7pp |
| Employer contribution / active EE | $10,280 | $3,324+209.3% | $5,144+99.8% | $2,440+321.3% |
| Participant deferral / active EE | $6,384 | $3,260+95.8% | $5,198+22.8% | $3,608+77.0% |
| Admin fee / account holder | $1,381 | $5,880-76.5% | $13,956-90.1% | $5,124-73.0% |