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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 | $334,538 | $135,956+146.1% | $123,894+170.0% | $273,972+22.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 450.31% | 56.63%+393.7pp | 47.52%+402.8pp | 41.46%+408.9pp |
| Employer contribution / active EE | $12,437 | $5,170+140.6% | $4,617+169.4% | $4,869+155.4% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $2,094 | $9,817-78.7% | $8,357-74.9% | $10,133-79.3% |