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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 | $380,229 | $165,399+129.9% | $149,745+153.9% | $158,982+139.2% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 9.82% | 348.34%-338.5pp | 276.72%-266.9pp | 302.99%-293.2pp |
| Employer contribution / active EE | $4,149 | $5,105-18.7% | $4,646-10.7% | $4,763-12.9% |
| Participant deferral / active EE | $9,693 | $7,183+35.0% | $6,843+41.7% | $5,983+62.0% |
| Admin fee / account holder | $2,044 | $10,811-81.1% | $9,312-78.1% | $11,252-81.8% |