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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 | $297,291 | $160,070+85.7% | $147,117+102.1% | $145,897+103.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.38% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,095 | $5,285-79.3% | $4,932-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $9,000 | $8,419+6.9% | $8,065+11.6% | $6,689+34.5% |
| Admin fee / account holder | $2,680 | $15,035-82.2% | $12,993-79.4% | $13,390-80.0% |