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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 | $252,447 | $177,353+42.3% | $158,226+59.5% | $198,609+27.1% |
| Participation rate | 60.0% | 77.0%-17.0pp | 74.8%-14.8pp | 82.4%-22.4pp |
| Annual return | 11.96% | 599.50%-587.5pp | 501.41%-489.5pp | 202.70%-190.7pp |
| Employer contribution / active EE | $12,509 | $3,239+286.2% | $2,986+319.0% | $5,055+147.4% |
| Participant deferral / active EE | $7,410 | $4,615+60.6% | $4,317+71.7% | $6,977+6.2% |
| Admin fee / account holder | $2,463 | $10,960-77.5% | $10,217-75.9% | $19,030-87.1% |