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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 | $485,758 | $157,296+208.8% | $141,191+244.0% | $152,897+217.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.85% | 64.34%-38.5pp | 71.41%-45.6pp | 345.43%-319.6pp |
| Employer contribution / active EE | $4,064 | $5,262-22.8% | $4,736-14.2% | $4,764-14.7% |
| Participant deferral / active EE | $14,790 | $7,111+108.0% | $6,710+120.4% | $5,851+152.8% |
| Admin fee / account holder | $9,300 | $12,125-23.3% | $10,264-9.4% | $11,599-19.8% |