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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 | $160,028+103.4% | $147,080+121.4% | $145,884+123.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 1536.57% | 98.60%+1438.0pp | 420.17%+1116.4pp | 551.85%+984.7pp |
| Employer contribution / active EE | $5,267 | $5,286-0.4% | $4,933+6.8% | $4,662+13.0% |
| Participant deferral / active EE | $12,689 | $8,422+50.7% | $8,066+57.3% | $6,690+89.7% |
| Admin fee / account holder | $459 | $15,030-96.9% | $12,989-96.5% | $13,392-96.6% |