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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 | $572,214 | $160,070+257.5% | $147,117+289.0% | $145,897+292.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.56% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,229 | $5,285-76.7% | $4,932-75.1% | $4,663-73.6% |
| Participant deferral / active EE | $8,148 | $8,419-3.2% | $8,065+1.0% | $6,689+21.8% |
| Admin fee / account holder | $326,614 | $15,035+2072.3% | $12,993+2413.8% | $13,390+2339.2% |