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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 | $371,701 | $100,895+268.4% | $90,430+311.0% | $158,950+133.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 26.39% | 1725.54%-1699.2pp | 1293.73%-1267.3pp | 302.91%-276.5pp |
| Employer contribution / active EE | $24,580 | $3,689+566.4% | $3,262+653.6% | $4,762+416.2% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,926 | $6,505+68.0% | $5,613+94.6% | $11,248-2.9% |