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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 | $326,191 | $156,963+107.8% | $121,204+169.1% | $139,466+133.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 33.85% | 1476.75%-1442.9pp | 987.18%-953.3pp | 373.66%-339.8pp |
| Employer contribution / active EE | $8,444 | $5,544+52.3% | $4,170+102.5% | $4,754+77.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,796 | $6,953+69.6% | $5,651+108.7% | $11,409+3.4% |