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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 | $367,015 | $176,077+108.4% | $159,455+130.2% | $167,518+119.1% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 11.22% | 331.83%-320.6pp | 263.63%-252.4pp | 478.71%-467.5pp |
| Employer contribution / active EE | $8,667 | $5,298+63.6% | $4,830+79.4% | $4,838+79.1% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.7% |
| Admin fee / account holder | $450 | $12,556-96.4% | $10,800-95.8% | $12,312-96.3% |