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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 | $297,865 | $159,934+86.2% | $147,005+102.6% | $145,959+104.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.23% | 98.24%-88.0pp | 418.76%-408.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,811 | $5,287-65.8% | $4,934-63.3% | $4,661-61.1% |
| Participant deferral / active EE | $8,038 | $8,427-4.6% | $8,070-0.4% | $6,689+20.2% |
| Admin fee / account holder | $148,737 | $15,053+888.1% | $13,006+1043.6% | $13,398+1010.2% |