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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 | $316,716 | $160,070+97.9% | $147,117+115.3% | $145,897+117.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.51% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,944 | $5,285-6.4% | $4,932+0.2% | $4,663+6.0% |
| Participant deferral / active EE | $11,328 | $8,419+34.5% | $8,065+40.5% | $6,689+69.3% |
| Admin fee / account holder | $1,951 | $15,035-87.0% | $12,993-85.0% | $13,390-85.4% |