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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 | $310,716 | $165,381+87.9% | $149,730+107.5% | $158,966+95.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.37% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $4,100 | $5,104-19.7% | $4,645-11.7% | $4,762-13.9% |
| Participant deferral / active EE | $4,100 | $7,182-42.9% | $6,843-40.1% | $5,983-31.5% |
| Admin fee / account holder | $13,250 | $10,809+22.6% | $9,310+42.3% | $11,250+17.8% |