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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 | $392,179 | $160,070+145.0% | $147,117+166.6% | $145,897+168.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.97% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $5,332 | $5,285+0.9% | $4,932+8.1% | $4,663+14.4% |
| Participant deferral / active EE | $11,623 | $8,419+38.0% | $8,065+44.1% | $6,689+73.7% |
| Admin fee / account holder | $14,947 | $15,035-0.6% | $12,993+15.0% | $13,390+11.6% |