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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 | $339,800 | $160,070+112.3% | $147,117+131.0% | $145,897+132.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.33% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,918 | $5,285-63.7% | $4,932-61.1% | $4,663-58.9% |
| Participant deferral / active EE | $6,112 | $8,419-27.4% | $8,065-24.2% | $6,689-8.6% |
| Admin fee / account holder | $87,122 | $15,035+479.4% | $12,993+570.5% | $13,390+550.6% |