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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 | $408,459 | $181,062+125.6% | $158,223+158.2% | $155,188+163.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 167.69% | 57.39%+110.3pp | 52.09%+115.6pp | 148.84%+18.8pp |
| Employer contribution / active EE | $2,030 | $4,565-55.5% | $4,109-50.6% | $4,248-52.2% |
| Participant deferral / active EE | $12,400 | $6,134+102.1% | $5,467+126.8% | $6,531+89.9% |
| Admin fee / account holder | $458 | $18,825-97.6% | $16,047-97.1% | $14,480-96.8% |