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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 | $325,572 | $159,934+103.6% | $147,005+121.5% | $145,959+123.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 1536.57% | 98.24%+1438.3pp | 418.76%+1117.8pp | 561.95%+974.6pp |
| Employer contribution / active EE | $5,267 | $5,287-0.4% | $4,934+6.7% | $4,661+13.0% |
| Participant deferral / active EE | $12,689 | $8,427+50.6% | $8,070+57.2% | $6,689+89.7% |
| Admin fee / account holder | $459 | $15,053-97.0% | $13,006-96.5% | $13,398-96.6% |