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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 | $281,438 | $138,072+103.8% | $123,549+127.8% | $135,382+107.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 1.83% | 153.69%-151.9pp | 119.20%-117.4pp | 519.77%-517.9pp |
| Employer contribution / active EE | $12,087 | $5,152+134.6% | $4,628+161.2% | $4,779+152.9% |
| Participant deferral / active EE | $10,060 | $6,799+48.0% | $6,426+56.6% | $5,609+79.4% |
| Admin fee / account holder | $2,671 | $10,917-75.5% | $9,284-71.2% | $10,829-75.3% |