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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 | $281,593 | $165,399+70.3% | $149,745+88.0% | $158,982+77.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 8.44% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $18,637 | $5,105+265.1% | $4,646+301.2% | $4,763+291.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,000 | $10,811-44.5% | $9,312-35.6% | $11,252-46.7% |