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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 | $744,146 | $68,852+980.8% | $120,524+517.4% | $80,925+819.6% |
| Participation rate | 69.7% | 61.6%+8.1pp | 71.9%-2.2pp | 67.7%+2.0pp |
| Annual return | 0.00% | 23.67%-23.7pp | 107.36%-107.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $25,002 | $2,063+1111.8% | $3,469+620.7% | $2,756+807.1% |
| Participant deferral / active EE | $25,287 | $3,187+693.5% | $4,994+406.4% | $4,299+488.2% |
| Admin fee / account holder | $113,286 | $5,781+1859.8% | $9,440+1100.1% | $6,940+1532.3% |