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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 | $454,590 | $110,039+313.1% | $97,260+367.4% | $145,884+211.6% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 9.40% | 244.44%-235.0pp | 75.54%-66.1pp | 551.85%-542.4pp |
| Employer contribution / active EE | $9,500 | $3,074+209.0% | $2,721+249.1% | $4,662+103.8% |
| Participant deferral / active EE | $20,333 | $4,674+335.0% | $4,262+377.1% | $6,690+204.0% |
| Admin fee / account holder | $4,203 | $6,204-32.3% | $5,640-25.5% | $13,392-68.6% |