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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 | $300,613 | $180,749+66.3% | $160,784+87.0% | $137,256+119.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 13.51% | 2234.46%-2221.0pp | 1803.92%-1790.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,526 | $4,155-63.3% | $3,733-59.1% | $4,156-63.3% |
| Participant deferral / active EE | $3,431 | $6,844-49.9% | $6,293-45.5% | $6,407-46.5% |
| Admin fee / account holder | $67,153 | $10,397+545.9% | $9,717+591.1% | $12,270+447.3% |