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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 | $500,749 | $176,120+184.3% | $159,487+214.0% | $167,553+198.9% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 10.79% | 331.95%-321.2pp | 263.71%-252.9pp | 478.89%-468.1pp |
| Employer contribution / active EE | $1,893 | $5,299-64.3% | $4,831-60.8% | $4,840-60.9% |
| Participant deferral / active EE | $10,377 | $7,752+33.9% | $7,354+41.1% | $6,343+63.6% |
| Admin fee / account holder | $101,672 | $12,561+709.4% | $10,804+841.1% | $12,316+725.5% |