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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 | $349,408 | $183,988+89.9% | $162,177+115.4% | $152,897+128.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 24.76% | 150.79%-126.0pp | 115.60%-90.8pp | 345.43%-320.7pp |
| Employer contribution / active EE | $5,406 | $6,370-15.1% | $5,613-3.7% | $4,764+13.5% |
| Participant deferral / active EE | $12,115 | $8,032+50.8% | $7,297+66.0% | $5,851+107.0% |
| Admin fee / account holder | $892 | $13,123-93.2% | $10,843-91.8% | $11,599-92.3% |