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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 | $325,459 | $88,778+266.6% | $81,844+297.7% | $145,884+123.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 14.85% | 1033.03%-1018.2pp | 778.87%-764.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,180 | $3,087-61.8% | $2,916-59.5% | $4,662-74.7% |
| Participant deferral / active EE | $7,149 | $4,648+53.8% | $4,323+65.3% | $6,690+6.9% |
| Admin fee / account holder | $3,097 | $8,430-63.3% | $7,355-57.9% | $13,392-76.9% |