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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 | $669,066 | $217,427+207.7% | $185,837+260.0% | $167,518+299.4% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 21.20% | 148.39%-127.2pp | 122.08%-100.9pp | 478.71%-457.5pp |
| Employer contribution / active EE | $2,007 | $5,874-65.8% | $5,168-61.2% | $4,838-58.5% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,568+16.7% | $6,342+2.5% |
| Admin fee / account holder | $5,858 | $19,816-70.4% | $16,241-63.9% | $12,312-52.4% |