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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 | $281,714 | $160,040+76.0% | $147,096+91.5% | $145,877+93.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 32.40% | 98.49%-66.1pp | 419.75%-387.4pp | 551.28%-518.9pp |
| Employer contribution / active EE | $22,071 | $5,289+317.3% | $4,936+347.1% | $4,663+373.3% |
| Participant deferral / active EE | $12,429 | $8,429+47.5% | $8,071+54.0% | $6,691+85.8% |
| Admin fee / account holder | $422,007 | $15,050+2704.0% | $13,005+3144.9% | $13,402+3048.8% |