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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 | $416,987 | $202,463+106.0% | $169,397+146.2% | $139,487+198.9% |
| Participation rate | 52.6% | 81.1%-28.5pp | 77.2%-24.5pp | 80.3%-27.7pp |
| Annual return | 20.46% | 532.64%-512.2pp | 406.23%-385.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,188 | $4,694-53.4% | $4,013-45.5% | $4,755-54.0% |
| Participant deferral / active EE | $6,978 | $6,941+0.5% | $6,223+12.1% | $6,713+4.0% |
| Admin fee / account holder | $19,907 | $10,726+85.6% | $9,017+120.8% | $11,407+74.5% |