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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 | $877,438 | $184,000+376.9% | $162,185+441.0% | $152,909+473.8% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.6%-50.1pp | 82.5%-45.0pp |
| Annual return | 26.96% | 150.80%-123.8pp | 115.61%-88.6pp | 345.46%-318.5pp |
| Employer contribution / active EE | $1,949 | $6,370-69.4% | $5,613-65.3% | $4,764-59.1% |
| Participant deferral / active EE | $3,811 | $8,033-52.6% | $7,297-47.8% | $5,851-34.9% |
| Admin fee / account holder | $33,753 | $13,124+157.2% | $10,844+211.3% | $11,601+191.0% |