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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 | $270,485 | $160,070+69.0% | $147,117+83.9% | $145,897+85.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.71% | 98.69%-81.0pp | 420.54%-402.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $3,967 | $5,285-24.9% | $4,932-19.6% | $4,663-14.9% |
| Participant deferral / active EE | $11,896 | $8,419+41.3% | $8,065+47.5% | $6,689+77.8% |
| Admin fee / account holder | $171,916 | $15,035+1043.4% | $12,993+1223.2% | $13,390+1183.9% |