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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 | $391,040 | $159,934+144.5% | $147,005+166.0% | $145,959+167.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 33.84% | 98.24%-64.4pp | 418.76%-384.9pp | 561.95%-528.1pp |
| Employer contribution / active EE | $4,854 | $5,287-8.2% | $4,934-1.6% | $4,661+4.2% |
| Participant deferral / active EE | $11,500 | $8,427+36.5% | $8,070+42.5% | $6,689+71.9% |
| Admin fee / account holder | $3,976 | $15,053-73.6% | $13,006-69.4% | $13,398-70.3% |