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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 | $373,184 | $198,457+88.0% | $170,435+119.0% | $147,586+152.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 19.03% | 257.30%-238.3pp | 205.94%-186.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,008 | $6,183-51.4% | $5,432-44.6% | $4,876-38.3% |
| Participant deferral / active EE | $7,677 | $5,629+36.4% | $4,939+55.4% | $5,439+41.2% |
| Admin fee / account holder | $1,309 | $16,852-92.2% | $13,881-90.6% | $10,886-88.0% |