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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 | $258,639 | $209,422+23.5% | $178,503+44.9% | $158,982+62.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 13.34% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,516 | $5,707-55.9% | $5,011-49.8% | $4,763-47.2% |
| Participant deferral / active EE | $9,456 | $5,955+58.8% | $5,202+81.8% | $5,983+58.0% |
| Admin fee / account holder | $5,724 | $17,079-66.5% | $13,987-59.1% | $11,252-49.1% |