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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 | $492,073 | $160,040+207.5% | $147,096+234.5% | $145,877+237.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 20.84% | 98.49%-77.7pp | 419.75%-398.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $2,460 | $5,289-53.5% | $4,936-50.2% | $4,663-47.2% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,691+14.0% |
| Admin fee / account holder | $7,370 | $15,050-51.0% | $13,005-43.3% | $13,402-45.0% |