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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 | $290,200 | $217,432+33.5% | $185,849+56.1% | $167,536+73.2% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 10.37% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $2,413 | $5,875-58.9% | $5,169-53.3% | $4,839-50.1% |
| Participant deferral / active EE | $13,516 | $6,357+112.6% | $5,569+142.7% | $6,342+113.1% |
| Admin fee / account holder | $4,989 | $19,818-74.8% | $16,244-69.3% | $12,315-59.5% |