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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 | $467,123 | $183,988+153.9% | $162,177+188.0% | $152,897+205.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 15.97% | 150.79%-134.8pp | 115.60%-99.6pp | 345.43%-329.5pp |
| Employer contribution / active EE | $7,651 | $6,370+20.1% | $5,613+36.3% | $4,764+60.6% |
| Participant deferral / active EE | $8,612 | $8,032+7.2% | $7,297+18.0% | $5,851+47.2% |
| Admin fee / account holder | $10,538 | $13,123-19.7% | $10,843-2.8% | $11,599-9.2% |