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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 | $264,827 | $72,071+267.5% | $68,368+287.4% | $137,256+92.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.01% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $15,735 | $2,788+464.4% | $2,649+494.0% | $4,156+278.6% |
| Participant deferral / active EE | $13,125 | $4,410+197.6% | $4,123+218.4% | $6,407+104.9% |
| Admin fee / account holder | $1,504 | $5,336-71.8% | $5,150-70.8% | $12,270-87.7% |