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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 | $403,420 | $209,425+92.6% | $178,499+126.0% | $158,966+153.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 16.82% | 188.80%-172.0pp | 151.10%-134.3pp | 302.95%-286.1pp |
| Employer contribution / active EE | $4,213 | $5,707-26.2% | $5,011-15.9% | $4,762-11.5% |
| Participant deferral / active EE | $5,053 | $5,955-15.1% | $5,202-2.9% | $5,983-15.5% |
| Admin fee / account holder | $15,110 | $17,078-11.5% | $13,986+8.0% | $11,250+34.3% |