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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 | $426,754 | $175,259+143.5% | $149,723+185.0% | $139,487+205.9% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 61.64% | 166.82%-105.2pp | 134.50%-72.9pp | 373.84%-312.2pp |
| Employer contribution / active EE | $3,657 | $5,478-33.2% | $4,821-24.1% | $4,755-23.1% |
| Participant deferral / active EE | $6,230 | $6,522-4.5% | $5,682+9.6% | $6,713-7.2% |
| Admin fee / account holder | $5,864 | $16,158-63.7% | $13,215-55.6% | $11,407-48.6% |