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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 | $364,467 | $198,457+83.7% | $170,435+113.8% | $147,586+147.0% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 14.88% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,975 | $6,183-68.1% | $5,432-63.6% | $4,876-59.5% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $1,196 | $16,852-92.9% | $13,881-91.4% | $10,886-89.0% |