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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 | $401,575 | $88,815+352.1% | $81,882+390.4% | $145,897+175.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.39% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $8,822 | $3,086+185.8% | $2,916+202.5% | $4,663+89.2% |
| Participant deferral / active EE | $8,822 | $4,647+89.8% | $4,323+104.1% | $6,689+31.9% |
| Admin fee / account holder | $2,423 | $8,434-71.3% | $7,360-67.1% | $13,390-81.9% |