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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 | $311,639 | $184,000+69.4% | $162,185+92.2% | $152,909+103.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 21.57% | 150.80%-129.2pp | 115.61%-94.0pp | 345.46%-323.9pp |
| Employer contribution / active EE | $3,080 | $6,370-51.7% | $5,613-45.1% | $4,764-35.3% |
| Participant deferral / active EE | $7,149 | $8,033-11.0% | $7,297-2.0% | $5,851+22.2% |
| Admin fee / account holder | $59,441 | $13,124+352.9% | $10,844+448.2% | $11,601+412.4% |