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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 | $391,998 | $102,595+282.1% | $94,057+316.8% | $154,746+153.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 19.48% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,104 | $3,147-33.1% | $2,933-28.3% | $4,379-52.0% |
| Participant deferral / active EE | $9,676 | $5,118+89.1% | $4,709+105.5% | $6,730+43.8% |
| Admin fee / account holder | $7,886 | $7,736+1.9% | $7,244+8.9% | $14,365-45.1% |