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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 | $363,102 | $175,259+107.2% | $149,723+142.5% | $139,487+160.3% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 35.93% | 166.82%-130.9pp | 134.50%-98.6pp | 373.84%-337.9pp |
| Employer contribution / active EE | $9,309 | $5,478+69.9% | $4,821+93.1% | $4,755+95.8% |
| Participant deferral / active EE | $7,500 | $6,522+15.0% | $5,682+32.0% | $6,713+11.7% |
| Admin fee / account holder | $2,764 | $16,158-82.9% | $13,215-79.1% | $11,407-75.8% |