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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 | $514,465 | $159,934+221.7% | $147,005+250.0% | $145,959+252.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.78% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,000 | $5,287-24.3% | $4,934-18.9% | $4,661-14.2% |
| Participant deferral / active EE | $5,000 | $8,427-40.7% | $8,070-38.0% | $6,689-25.2% |
| Admin fee / account holder | $4,852 | $15,053-67.8% | $13,006-62.7% | $13,398-63.8% |