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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 | $539,085 | $160,028+236.9% | $147,080+266.5% | $145,884+269.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 10.92% | 98.60%-87.7pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $4,471 | $5,286-15.4% | $4,933-9.4% | $4,662-4.1% |
| Participant deferral / active EE | $13,230 | $8,422+57.1% | $8,066+64.0% | $6,690+97.8% |
| Admin fee / account holder | $22,343 | $15,030+48.7% | $12,989+72.0% | $13,392+66.8% |