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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 | $281,714 | $159,934+76.1% | $147,005+91.6% | $145,959+93.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 32.40% | 98.24%-65.8pp | 418.76%-386.4pp | 561.95%-529.6pp |
| Employer contribution / active EE | $22,071 | $5,287+317.4% | $4,934+347.3% | $4,661+373.5% |
| Participant deferral / active EE | $12,429 | $8,427+47.5% | $8,070+54.0% | $6,689+85.8% |
| Admin fee / account holder | $422,007 | $15,053+2703.4% | $13,006+3144.7% | $13,398+3049.8% |