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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 | $280,818 | $88,778+216.3% | $81,844+243.1% | $145,884+92.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 23.79% | 1033.03%-1009.2pp | 778.87%-755.1pp | 551.85%-528.1pp |
| Employer contribution / active EE | $4,741 | $3,087+53.6% | $2,916+62.6% | $4,662+1.7% |
| Participant deferral / active EE | $9,271 | $4,648+99.4% | $4,323+114.4% | $6,690+38.6% |
| Admin fee / account holder | $77,812 | $8,430+823.0% | $7,355+957.9% | $13,392+481.0% |