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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 | $292,618 | $160,070+82.8% | $147,117+98.9% | $145,897+100.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.96% | 98.69%-75.7pp | 420.54%-397.6pp | 552.29%-529.3pp |
| Employer contribution / active EE | $2,593 | $5,285-50.9% | $4,932-47.4% | $4,663-44.4% |
| Participant deferral / active EE | $6,399 | $8,419-24.0% | $8,065-20.7% | $6,689-4.3% |
| Admin fee / account holder | $5,829 | $15,035-61.2% | $12,993-55.1% | $13,390-56.5% |