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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 | $317,485 | $183,539+73.0% | $155,556+104.1% | $145,897+117.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.17% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $11,500 | $5,315+116.4% | $4,675+146.0% | $4,663+146.6% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,631+2.1% | $6,689-14.0% |
| Admin fee / account holder | $2,057 | $19,275-89.3% | $15,885-87.1% | $13,390-84.6% |