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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 | $545,660 | $132,099+313.1% | $115,599+372.0% | $138,895+292.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.3%-49.3pp | 79.9%-54.9pp |
| Annual return | 12.82% | 176.76%-163.9pp | 111.10%-98.3pp | 145.39%-132.6pp |
| Employer contribution / active EE | $4,275 | $3,416+25.2% | $2,955+44.7% | $4,194+1.9% |
| Participant deferral / active EE | $6,609 | $5,617+17.7% | $4,889+35.2% | $6,396+3.3% |
| Admin fee / account holder | $43,069 | $15,650+175.2% | $12,841+235.4% | $12,562+242.8% |