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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 | $401,917 | $183,539+119.0% | $155,556+158.4% | $145,897+175.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.17% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $10,651 | $5,315+100.4% | $4,675+127.8% | $4,663+128.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,220 | $19,275-67.7% | $15,885-60.8% | $13,390-53.5% |