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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 | $309,908 | $160,070+93.6% | $147,117+110.7% | $145,897+112.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 19.49% | 98.69%-79.2pp | 420.54%-401.1pp | 552.29%-532.8pp |
| Employer contribution / active EE | $3,240 | $5,285-38.7% | $4,932-34.3% | $4,663-30.5% |
| Participant deferral / active EE | $9,185 | $8,419+9.1% | $8,065+13.9% | $6,689+37.3% |
| Admin fee / account holder | $52,059 | $15,035+246.2% | $12,993+300.7% | $13,390+288.8% |