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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 | $300,876 | $160,028+88.0% | $147,080+104.6% | $145,884+106.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.18% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,969 | $5,286-62.8% | $4,933-60.1% | $4,662-57.8% |
| Participant deferral / active EE | $8,095 | $8,422-3.9% | $8,066+0.4% | $6,690+21.0% |
| Admin fee / account holder | $22,528 | $15,030+49.9% | $12,989+73.4% | $13,392+68.2% |