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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 | $352,828 | $217,432+62.3% | $185,849+89.8% | $167,536+110.6% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 104.31% | 148.42%-44.1pp | 122.10%-17.8pp | 478.82%-374.5pp |
| Employer contribution / active EE | $1,712 | $5,875-70.9% | $5,169-66.9% | $4,839-64.6% |
| Participant deferral / active EE | $4,365 | $6,357-31.3% | $5,569-21.6% | $6,342-31.2% |
| Admin fee / account holder | $975 | $19,818-95.1% | $16,244-94.0% | $12,315-92.1% |