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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 | $498,516 | $159,978+211.6% | $147,041+239.0% | $145,978+241.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.70% | 98.36%-77.7pp | 419.21%-398.5pp | 550.52%-529.8pp |
| Employer contribution / active EE | $4,536 | $5,288-14.2% | $4,935-8.1% | $4,662-2.7% |
| Participant deferral / active EE | $9,240 | $8,429+9.6% | $8,071+14.5% | $6,690+38.1% |
| Admin fee / account holder | $4,357 | $15,053-71.1% | $13,006-66.5% | $13,400-67.5% |