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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 | $332,629 | $159,978+107.9% | $147,041+126.2% | $145,978+127.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.44% | 98.36%-87.9pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $5,054 | $5,288-4.4% | $4,935+2.4% | $4,662+8.4% |
| Participant deferral / active EE | $11,559 | $8,429+37.1% | $8,071+43.2% | $6,690+72.8% |
| Admin fee / account holder | $138,824 | $15,053+822.2% | $13,006+967.4% | $13,400+936.0% |