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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 | $527,637 | $160,040+229.7% | $147,096+258.7% | $145,877+261.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.82% | 98.49%-78.7pp | 419.75%-399.9pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,798 | $5,289-66.0% | $4,936-63.6% | $4,663-61.4% |
| Participant deferral / active EE | $7,944 | $8,429-5.7% | $8,071-1.6% | $6,691+18.7% |
| Admin fee / account holder | $1,366 | $15,050-90.9% | $13,005-89.5% | $13,402-89.8% |