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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 | $408,132 | $212,386+92.2% | $199,883+104.2% | $138,895+193.8% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | 20.80% | 47.75%-26.9pp | 43.81%-23.0pp | 145.39%-124.6pp |
| Employer contribution / active EE | $3,020 | $6,625-54.4% | $6,261-51.8% | $4,194-28.0% |
| Participant deferral / active EE | $5,875 | $9,617-38.9% | $9,138-35.7% | $6,396-8.1% |
| Admin fee / account holder | $102,688 | $18,233+463.2% | $17,268+494.7% | $12,562+717.4% |