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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 | $319,336 | $180,749+76.7% | $160,784+98.6% | $137,256+132.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 14.62% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $8,802 | $4,155+111.8% | $3,733+135.8% | $4,156+111.8% |
| Participant deferral / active EE | $4,265 | $6,844-37.7% | $6,293-32.2% | $6,407-33.4% |
| Admin fee / account holder | $2,443 | $10,397-76.5% | $9,717-74.9% | $12,270-80.1% |