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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 | $295,789 | $160,040+84.8% | $147,096+101.1% | $145,877+102.8% |
| Participation rate | 11.1% | 84.0%-72.9pp | 82.2%-71.1pp | 80.3%-69.2pp |
| Annual return | 10.76% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,439 | $5,289-72.8% | $4,936-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $2,975 | $8,429-64.7% | $8,071-63.1% | $6,691-55.5% |
| Admin fee / account holder | $48,337 | $15,050+221.2% | $13,005+271.7% | $13,402+260.7% |