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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 | $391,607 | $175,231+123.5% | $149,696+161.6% | $139,466+180.8% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 35.31% | 166.77%-131.5pp | 134.46%-99.1pp | 373.66%-338.4pp |
| Employer contribution / active EE | $14,561 | $5,478+165.8% | $4,821+202.1% | $4,754+206.3% |
| Participant deferral / active EE | $10,750 | $6,521+64.8% | $5,682+89.2% | $6,712+60.2% |
| Admin fee / account holder | $353 | $16,155-97.8% | $13,212-97.3% | $11,409-96.9% |