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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 | $544,050 | $160,070+239.9% | $147,117+269.8% | $145,897+272.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 19.26% | 98.69%-79.4pp | 420.54%-401.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,068 | $5,285-79.8% | $4,932-78.3% | $4,663-77.1% |
| Participant deferral / active EE | $5,469 | $8,419-35.0% | $8,065-32.2% | $6,689-18.2% |
| Admin fee / account holder | $2,920 | $15,035-80.6% | $12,993-77.5% | $13,390-78.2% |