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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 | $362,353 | $160,070+126.4% | $147,117+146.3% | $145,897+148.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 10.40% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,206 | $5,285-39.3% | $4,932-35.0% | $4,663-31.2% |
| Participant deferral / active EE | $13,892 | $8,419+65.0% | $8,065+72.3% | $6,689+107.7% |
| Admin fee / account holder | $63,183 | $15,035+320.2% | $12,993+386.3% | $13,390+371.9% |