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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 | $270,208 | $183,539+47.2% | $155,556+73.7% | $145,897+85.2% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 14.42% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $17,765 | $5,315+234.2% | $4,675+280.0% | $4,663+281.0% |
| Participant deferral / active EE | $24,298 | $6,467+275.7% | $5,631+331.5% | $6,689+263.2% |
| Admin fee / account holder | $1,210,245 | $19,275+6178.9% | $15,885+7518.8% | $13,390+8938.2% |