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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 | $376,642 | $176,105+113.9% | $159,474+136.2% | $167,536+124.8% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 21.86% | 331.91%-310.1pp | 263.68%-241.8pp | 478.82%-457.0pp |
| Employer contribution / active EE | $7,049 | $5,299+33.0% | $4,831+45.9% | $4,839+45.7% |
| Participant deferral / active EE | $8,333 | $7,751+7.5% | $7,353+13.3% | $6,342+31.4% |
| Admin fee / account holder | $4,216 | $12,559-66.4% | $10,802-61.0% | $12,315-65.8% |