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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 | $489,628 | $175,231+179.4% | $149,696+227.1% | $139,466+251.1% |
| Participation rate | 68.2% | 83.4%-15.2pp | 78.8%-10.6pp | 80.3%-12.2pp |
| Annual return | 22.98% | 166.77%-143.8pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $6,128 | $5,478+11.9% | $4,821+27.1% | $4,754+28.9% |
| Participant deferral / active EE | $9,367 | $6,521+43.6% | $5,682+64.9% | $6,712+39.6% |
| Admin fee / account holder | $1,774 | $16,155-89.0% | $13,212-86.6% | $11,409-84.5% |