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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 | $403,309 | $175,257+130.1% | $149,717+169.4% | $139,456+189.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.85% | 166.70%-152.9pp | 134.41%-120.6pp | 373.45%-359.6pp |
| Employer contribution / active EE | $21,493 | $5,477+292.5% | $4,820+345.9% | $4,753+352.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13,008 | $16,156-19.5% | $13,213-1.6% | $11,407+14.0% |