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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 | $360,086 | $175,231+105.5% | $149,696+140.5% | $139,466+158.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 13.76% | 166.77%-153.0pp | 134.46%-120.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,400 | $5,478-56.2% | $4,821-50.2% | $4,754-49.5% |
| Participant deferral / active EE | $12,180 | $6,521+86.8% | $5,682+114.4% | $6,712+81.5% |
| Admin fee / account holder | $51,620 | $16,155+219.5% | $13,212+290.7% | $11,409+352.5% |