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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 | $517,805 | $180,749+186.5% | $160,784+222.1% | $137,256+277.3% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 13.47% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,012 | $4,155-75.6% | $3,733-72.9% | $4,156-75.6% |
| Participant deferral / active EE | $9,045 | $6,844+32.2% | $6,293+43.7% | $6,407+41.2% |
| Admin fee / account holder | $61,403 | $10,397+490.6% | $9,717+531.9% | $12,270+400.4% |