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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 | $491,618 | $175,231+180.6% | $149,696+228.4% | $139,466+252.5% |
| Participation rate | 35.7% | 83.4%-47.7pp | 78.8%-43.1pp | 80.3%-44.6pp |
| Annual return | 14.73% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,064 | $5,478-62.3% | $4,821-57.2% | $4,754-56.6% |
| Participant deferral / active EE | $5,380 | $6,521-17.5% | $5,682-5.3% | $6,712-19.8% |
| Admin fee / account holder | $18,303 | $16,155+13.3% | $13,212+38.5% | $11,409+60.4% |