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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 | $298,924 | $160,070+86.7% | $147,117+103.2% | $145,897+104.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.28% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $5,006 | $5,285-5.3% | $4,932+1.5% | $4,663+7.4% |
| Participant deferral / active EE | $13,576 | $8,419+61.2% | $8,065+68.3% | $6,689+102.9% |
| Admin fee / account holder | $145,960 | $15,035+870.8% | $12,993+1023.4% | $13,390+990.0% |