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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 | $379,958 | $176,105+115.8% | $159,474+138.3% | $167,536+126.8% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 16.17% | 331.91%-315.7pp | 263.68%-247.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $5,261 | $5,299-0.7% | $4,831+8.9% | $4,839+8.7% |
| Participant deferral / active EE | $17,367 | $7,751+124.0% | $7,353+136.2% | $6,342+173.8% |
| Admin fee / account holder | $698 | $12,559-94.4% | $10,802-93.5% | $12,315-94.3% |