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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 | $310,605 | $160,028+94.1% | $147,080+111.2% | $145,884+112.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.61% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,430 | $5,286-35.1% | $4,933-30.5% | $4,662-26.4% |
| Participant deferral / active EE | $7,149 | $8,422-15.1% | $8,066-11.4% | $6,690+6.9% |
| Admin fee / account holder | $11,948 | $15,030-20.5% | $12,989-8.0% | $13,392-10.8% |