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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 | $299,797 | $166,131+80.5% | $164,975+81.7% | $145,877+105.5% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 21.51% | 100.37%-78.9pp | 70.12%-48.6pp | 551.28%-529.8pp |
| Employer contribution / active EE | $7,765 | $5,276+47.2% | $4,343+78.8% | $4,663+66.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $32,380 | $16,648+94.5% | $12,688+155.2% | $13,402+141.6% |