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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 | $278,763 | $160,070+74.2% | $147,117+89.5% | $145,897+91.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.86% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,317 | $5,285-75.1% | $4,932-73.3% | $4,663-71.8% |
| Participant deferral / active EE | $7,601 | $8,419-9.7% | $8,065-5.7% | $6,689+13.6% |
| Admin fee / account holder | $47,790 | $15,035+217.9% | $12,993+267.8% | $13,390+256.9% |