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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 | $367,684 | $129,737+183.4% | $119,126+208.7% | $154,746+137.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 11.14% | 379.08%-367.9pp | 282.11%-271.0pp | 172.34%-161.2pp |
| Employer contribution / active EE | $5,871 | $4,375+34.2% | $4,034+45.6% | $4,379+34.1% |
| Participant deferral / active EE | $6,661 | $5,842+14.0% | $5,318+25.3% | $6,730-1.0% |
| Admin fee / account holder | $9,110 | $11,961-23.8% | $10,693-14.8% | $14,365-36.6% |