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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 | $295,932 | $160,070+84.9% | $147,117+101.2% | $145,897+102.8% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 17.96% | 98.69%-80.7pp | 420.54%-402.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $7,818 | $5,285+47.9% | $4,932+58.5% | $4,663+67.7% |
| Participant deferral / active EE | $7,408 | $8,419-12.0% | $8,065-8.1% | $6,689+10.7% |
| Admin fee / account holder | $1,000 | $15,035-93.3% | $12,993-92.3% | $13,390-92.5% |