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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 | $417,765 | $160,040+161.0% | $147,096+184.0% | $145,877+186.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.05% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $15,000 | $5,289+183.6% | $4,936+203.9% | $4,663+221.7% |
| Participant deferral / active EE | $10,700 | $8,429+26.9% | $8,071+32.6% | $6,691+59.9% |
| Admin fee / account holder | $2,840 | $15,050-81.1% | $13,005-78.2% | $13,402-78.8% |