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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 | $274,619 | $166,242+65.2% | $165,071+66.4% | $145,884+88.2% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 11.25% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $14,869 | $5,283+181.5% | $4,347+242.0% | $4,662+218.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $91,401 | $16,658+448.7% | $12,695+620.0% | $13,392+582.5% |