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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 | $293,025 | $226,046+29.6% | $182,508+60.6% | $152,870+91.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 20.18% | 192.52%-172.3pp | 148.54%-128.4pp | 345.34%-325.2pp |
| Employer contribution / active EE | $7,875 | $4,977+58.2% | $4,075+93.3% | $4,763+65.3% |
| Participant deferral / active EE | $3,031 | $6,368-52.4% | $5,525-45.1% | $5,850-48.2% |
| Admin fee / account holder | $31,633 | $10,704+195.5% | $8,592+268.2% | $11,597+172.8% |