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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 | $364,384 | $166,242+119.2% | $165,071+120.7% | $145,884+149.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.48% | 100.44%-90.0pp | 70.17%-59.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $14,430 | $5,283+173.1% | $4,347+231.9% | $4,662+209.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $580 | $16,658-96.5% | $12,695-95.4% | $13,392-95.7% |