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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 | $267,323 | $125,237+113.5% | $105,608+153.1% | $145,877+83.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 33.76% | 225.76%-192.0pp | 116.50%-82.7pp | 551.28%-517.5pp |
| Employer contribution / active EE | $5,000 | $3,720+34.4% | $3,167+57.9% | $4,663+7.2% |
| Participant deferral / active EE | $7,800 | $5,711+36.6% | $5,010+55.7% | $6,691+16.6% |
| Admin fee / account holder | $1,366 | $17,287-92.1% | $11,028-87.6% | $13,402-89.8% |