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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 | $465,917 | $160,028+191.1% | $147,080+216.8% | $145,884+219.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.90% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $5,982 | $5,286+13.2% | $4,933+21.3% | $4,662+28.3% |
| Participant deferral / active EE | $4,333 | $8,422-48.5% | $8,066-46.3% | $6,690-35.2% |
| Admin fee / account holder | $564 | $15,030-96.2% | $12,989-95.7% | $13,392-95.8% |