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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 | $160,040+84.9% | $147,096+101.2% | $145,877+102.9% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 17.96% | 98.49%-80.5pp | 419.75%-401.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $7,818 | $5,289+47.8% | $4,936+58.4% | $4,663+67.7% |
| Participant deferral / active EE | $7,408 | $8,429-12.1% | $8,071-8.2% | $6,691+10.7% |
| Admin fee / account holder | $1,000 | $15,050-93.4% | $13,005-92.3% | $13,402-92.5% |