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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 | $322,870 | $176,120+83.3% | $159,487+102.4% | $167,553+92.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.77% | 331.95%-319.2pp | 263.71%-250.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $11,386 | $5,299+114.9% | $4,831+135.7% | $4,840+135.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,346 | $12,561+6.2% | $10,804+23.5% | $12,316+8.4% |