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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 | $277,285 | $159,978+73.3% | $147,041+88.6% | $145,978+89.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.78% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,671 | $5,288-49.5% | $4,935-45.9% | $4,662-42.7% |
| Participant deferral / active EE | $8,650 | $8,429+2.6% | $8,071+7.2% | $6,690+29.3% |
| Admin fee / account holder | $2,733 | $15,053-81.8% | $13,006-79.0% | $13,400-79.6% |