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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 | $270,208 | $183,592+47.2% | $155,574+73.7% | $145,877+85.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 14.42% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $17,765 | $5,317+234.1% | $4,676+279.9% | $4,663+281.0% |
| Participant deferral / active EE | $24,298 | $6,466+275.8% | $5,629+331.6% | $6,691+263.2% |
| Admin fee / account holder | $1,210,245 | $19,316+6165.5% | $15,914+7504.8% | $13,402+8930.2% |