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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 | $301,333 | $212,386+41.9% | $199,883+50.8% | $138,895+117.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 13.57% | 47.75%-34.2pp | 43.81%-30.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $22,250 | $6,625+235.9% | $6,261+255.4% | $4,194+430.5% |
| Participant deferral / active EE | $11,250 | $9,617+17.0% | $9,138+23.1% | $6,396+75.9% |
| Admin fee / account holder | $2,940 | $18,233-83.9% | $17,268-83.0% | $12,562-76.6% |