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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 | $309,908 | $159,934+93.8% | $147,005+110.8% | $145,959+112.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 19.49% | 98.24%-78.8pp | 418.76%-399.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,240 | $5,287-38.7% | $4,934-34.3% | $4,661-30.5% |
| Participant deferral / active EE | $9,185 | $8,427+9.0% | $8,070+13.8% | $6,689+37.3% |
| Admin fee / account holder | $52,059 | $15,053+245.8% | $13,006+300.3% | $13,398+288.6% |