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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 | $160,040+144.3% | $147,096+165.8% | $145,877+168.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 33.84% | 98.49%-64.7pp | 419.75%-385.9pp | 551.28%-517.4pp |
| Employer contribution / active EE | $4,854 | $5,289-8.2% | $4,936-1.7% | $4,663+4.1% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,691+71.9% |
| Admin fee / account holder | $3,976 | $15,050-73.6% | $13,005-69.4% | $13,402-70.3% |