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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 | $406,557 | $176,105+130.9% | $159,474+154.9% | $167,536+142.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.42% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,658 | $5,299-49.8% | $4,831-45.0% | $4,839-45.1% |
| Participant deferral / active EE | $9,750 | $7,751+25.8% | $7,353+32.6% | $6,342+53.7% |
| Admin fee / account holder | $1,929 | $12,559-84.6% | $10,802-82.1% | $12,315-84.3% |