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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 | $542,955 | $159,978+239.4% | $147,041+269.3% | $145,978+271.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 32.16% | 98.36%-66.2pp | 419.21%-387.0pp | 550.52%-518.4pp |
| Employer contribution / active EE | $2,860 | $5,288-45.9% | $4,935-42.0% | $4,662-38.7% |
| Participant deferral / active EE | $9,200 | $8,429+9.2% | $8,071+14.0% | $6,690+37.5% |
| Admin fee / account holder | $2,394 | $15,053-84.1% | $13,006-81.6% | $13,400-82.1% |