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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 | $446,711 | $180,462+147.5% | $154,111+189.9% | $135,379+230.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 22.65% | 888.17%-865.5pp | 735.18%-712.5pp | 519.79%-497.1pp |
| Employer contribution / active EE | $3,346 | $6,036-44.6% | $5,298-36.8% | $4,779-30.0% |
| Participant deferral / active EE | $5,288 | $5,806-8.9% | $5,081+4.1% | $5,609-5.7% |
| Admin fee / account holder | $1,719 | $16,145-89.4% | $13,411-87.2% | $10,828-84.1% |