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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 | $279,535 | $176,105+58.7% | $159,474+75.3% | $167,536+66.9% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.38% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $19,250 | $5,299+263.3% | $4,831+298.5% | $4,839+297.8% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $2,838 | $12,559-77.4% | $10,802-73.7% | $12,315-77.0% |