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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 | $253,214 | $176,105+43.8% | $159,474+58.8% | $167,536+51.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.83% | 331.91%-317.1pp | 263.68%-248.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $6,669 | $5,299+25.9% | $4,831+38.0% | $4,839+37.8% |
| Participant deferral / active EE | $7,580 | $7,751-2.2% | $7,353+3.1% | $6,342+19.5% |
| Admin fee / account holder | $52,364 | $12,559+316.9% | $10,802+384.7% | $12,315+325.2% |