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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 | $160,028+239.3% | $147,080+269.2% | $145,884+272.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 32.16% | 98.60%-66.4pp | 420.17%-388.0pp | 551.85%-519.7pp |
| Employer contribution / active EE | $2,860 | $5,286-45.9% | $4,933-42.0% | $4,662-38.7% |
| Participant deferral / active EE | $9,200 | $8,422+9.2% | $8,066+14.1% | $6,690+37.5% |
| Admin fee / account holder | $2,394 | $15,030-84.1% | $12,989-81.6% | $13,392-82.1% |