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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 | $320,876 | $160,040+100.5% | $147,096+118.1% | $145,877+120.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.81% | 98.49%-81.7pp | 419.75%-402.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $10,350 | $5,289+95.7% | $4,936+109.7% | $4,663+122.0% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+88.9% | $6,691+127.9% |
| Admin fee / account holder | $918 | $15,050-93.9% | $13,005-92.9% | $13,402-93.2% |