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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 | $401,938 | $176,120+128.2% | $159,487+152.0% | $167,553+139.9% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 34.06% | 331.95%-297.9pp | 263.71%-229.6pp | 478.89%-444.8pp |
| Employer contribution / active EE | $2,628 | $5,299-50.4% | $4,831-45.6% | $4,840-45.7% |
| Participant deferral / active EE | $10,415 | $7,752+34.4% | $7,354+41.6% | $6,343+64.2% |
| Admin fee / account holder | $85,856 | $12,561+583.5% | $10,804+694.7% | $12,316+597.1% |