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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 | $461,809 | $160,070+188.5% | $147,117+213.9% | $145,897+216.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.42% | 98.69%-81.3pp | 420.54%-403.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,069 | $5,285-41.9% | $4,932-37.8% | $4,663-34.2% |
| Participant deferral / active EE | $13,391 | $8,419+59.0% | $8,065+66.0% | $6,689+100.2% |
| Admin fee / account holder | $570 | $15,035-96.2% | $12,993-95.6% | $13,390-95.7% |