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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 | $476,436 | $176,071+170.6% | $159,450+198.8% | $167,497+184.4% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 21.32% | 331.79%-310.5pp | 263.60%-242.3pp | 478.62%-457.3pp |
| Employer contribution / active EE | $3,156 | $5,298-40.4% | $4,830-34.6% | $4,838-34.8% |
| Participant deferral / active EE | $9,771 | $7,750+26.1% | $7,352+32.9% | $6,341+54.1% |
| Admin fee / account holder | $10,282 | $12,555-18.1% | $10,800-4.8% | $12,310-16.5% |