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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 | $251,944 | $165,381+52.3% | $149,730+68.3% | $158,966+58.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 30.44% | 348.29%-317.9pp | 276.70%-246.3pp | 302.95%-272.5pp |
| Employer contribution / active EE | $18,669 | $5,104+265.8% | $4,645+301.9% | $4,762+292.0% |
| Participant deferral / active EE | $13,535 | $7,182+88.4% | $6,843+97.8% | $5,983+126.2% |
| Admin fee / account holder | $14,236 | $10,809+31.7% | $9,310+52.9% | $11,250+26.5% |