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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 | $572,374 | $217,432+163.2% | $185,849+208.0% | $167,536+241.6% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 17.23% | 148.42%-131.2pp | 122.10%-104.9pp | 478.82%-461.6pp |
| Employer contribution / active EE | $6,076 | $5,875+3.4% | $5,169+17.6% | $4,839+25.6% |
| Participant deferral / active EE | $3,909 | $6,357-38.5% | $5,569-29.8% | $6,342-38.4% |
| Admin fee / account holder | $5,751 | $19,818-71.0% | $16,244-64.6% | $12,315-53.3% |