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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 | $496,655 | $104,937+373.3% | $84,628+486.9% | $152,897+224.8% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 24.50% | 373.88%-349.4pp | 258.80%-234.3pp | 345.43%-320.9pp |
| Employer contribution / active EE | $2,530 | $3,303-23.4% | $2,653-4.6% | $4,764-46.9% |
| Participant deferral / active EE | $8,855 | $4,690+88.8% | $3,900+127.1% | $5,851+51.3% |
| Admin fee / account holder | $1,627 | $6,243-73.9% | $4,914-66.9% | $11,599-86.0% |