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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 | $160,040+239.3% | $147,096+269.1% | $145,877+272.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 32.16% | 98.49%-66.3pp | 419.75%-387.6pp | 551.28%-519.1pp |
| Employer contribution / active EE | $2,860 | $5,289-45.9% | $4,936-42.1% | $4,663-38.7% |
| Participant deferral / active EE | $9,200 | $8,429+9.1% | $8,071+14.0% | $6,691+37.5% |
| Admin fee / account holder | $2,394 | $15,050-84.1% | $13,005-81.6% | $13,402-82.1% |