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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 | $639,870 | $159,978+300.0% | $147,041+335.2% | $145,978+338.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.71% | 98.36%-87.7pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $3,113 | $5,288-41.1% | $4,935-36.9% | $4,662-33.2% |
| Participant deferral / active EE | $9,552 | $8,429+13.3% | $8,071+18.4% | $6,690+42.8% |
| Admin fee / account holder | $10,419 | $15,053-30.8% | $13,006-19.9% | $13,400-22.3% |