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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 | $320,972 | $202,460+58.5% | $169,385+89.5% | $139,456+130.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 19.64% | 532.07%-512.4pp | 405.82%-386.2pp | 373.45%-353.8pp |
| Employer contribution / active EE | $2,028 | $4,691-56.8% | $4,012-49.5% | $4,753-57.3% |
| Participant deferral / active EE | $8,011 | $6,938+15.5% | $6,221+28.8% | $6,711+19.4% |
| Admin fee / account holder | $118,439 | $10,719+1005.0% | $9,011+1214.4% | $11,407+938.3% |