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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 | $632,005 | $102,663+515.6% | $86,216+633.0% | $139,466+353.2% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.0%-26.9pp | 80.3%-38.2pp |
| Annual return | 13.52% | 1924.52%-1911.0pp | 1169.42%-1155.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,727 | $3,035-10.1% | $2,382+14.5% | $4,754-42.6% |
| Participant deferral / active EE | $4,846 | $4,677+3.6% | $3,986+21.6% | $6,712-27.8% |
| Admin fee / account holder | $15,903 | $8,663+83.6% | $6,853+132.1% | $11,409+39.4% |