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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 | $316,115 | $180,749+74.9% | $160,784+96.6% | $137,256+130.3% |
| Participation rate | 47.1% | 80.0%-32.9pp | 77.0%-29.9pp | 80.0%-32.9pp |
| Annual return | 17.26% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,387 | $4,155-42.5% | $3,733-36.0% | $4,156-42.6% |
| Participant deferral / active EE | $5,763 | $6,844-15.8% | $6,293-8.4% | $6,407-10.0% |
| Admin fee / account holder | $170,109 | $10,397+1536.2% | $9,717+1650.6% | $12,270+1286.4% |