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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 | $159,978+126.5% | $147,041+146.4% | $145,978+148.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.40% | 98.36%-88.0pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $3,206 | $5,288-39.4% | $4,935-35.0% | $4,662-31.2% |
| Participant deferral / active EE | $13,892 | $8,429+64.8% | $8,071+72.1% | $6,690+107.7% |
| Admin fee / account holder | $63,183 | $15,053+319.7% | $13,006+385.8% | $13,400+371.5% |