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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 | $418,593 | $160,070+161.5% | $147,117+184.5% | $145,897+186.9% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 11.46% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,770 | $5,285-66.5% | $4,932-64.1% | $4,663-62.0% |
| Participant deferral / active EE | $7,473 | $8,419-11.2% | $8,065-7.3% | $6,689+11.7% |
| Admin fee / account holder | $6,000 | $15,035-60.1% | $12,993-53.8% | $13,390-55.2% |