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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 | $88,778+352.3% | $81,844+390.7% | $145,884+175.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.39% | 1033.03%-1018.6pp | 778.87%-764.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $8,822 | $3,087+185.8% | $2,916+202.5% | $4,662+89.2% |
| Participant deferral / active EE | $8,822 | $4,648+89.8% | $4,323+104.0% | $6,690+31.9% |
| Admin fee / account holder | $2,423 | $8,430-71.3% | $7,355-67.1% | $13,392-81.9% |