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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 | $313,741 | $110,093+185.0% | $97,295+222.5% | $145,897+115.0% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.0pp | 80.3%-16.7pp |
| Annual return | 15.93% | 244.76%-228.8pp | 75.62%-59.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $14,542 | $3,077+372.6% | $2,723+434.1% | $4,663+211.9% |
| Participant deferral / active EE | $10,818 | $4,678+131.3% | $4,264+153.7% | $6,689+61.7% |
| Admin fee / account holder | $628 | $6,212-89.9% | $5,646-88.9% | $13,390-95.3% |