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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 | $404,203 | $183,516+120.3% | $155,534+159.9% | $145,884+177.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 17.48% | 61.43%-43.9pp | 64.92%-47.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $6,077 | $5,315+14.4% | $4,675+30.0% | $4,662+30.4% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,630+261.1% | $6,690+204.0% |
| Admin fee / account holder | $7,790 | $19,293-59.6% | $15,900-51.0% | $13,392-41.8% |