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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 | $281,665 | $176,105+59.9% | $159,474+76.6% | $167,536+68.1% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 14.24% | 331.91%-317.7pp | 263.68%-249.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $20,659 | $5,299+289.9% | $4,831+327.6% | $4,839+326.9% |
| Participant deferral / active EE | $7,841 | $7,751+1.2% | $7,353+6.6% | $6,342+23.6% |
| Admin fee / account holder | $2,704 | $12,559-78.5% | $10,802-75.0% | $12,315-78.0% |