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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 | $399,812 | $202,463+97.5% | $169,397+136.0% | $139,487+186.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.26% | 532.64%-515.4pp | 406.23%-389.0pp | 373.84%-356.6pp |
| Employer contribution / active EE | $6,665 | $4,694+42.0% | $4,013+66.1% | $4,755+40.2% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $30,184 | $10,726+181.4% | $9,017+234.7% | $11,407+164.6% |