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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 | $223,823+82.3% | $211,142+93.3% | $154,746+163.7% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | 20.80% | 50.39%-29.6pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,020 | $6,787-55.5% | $6,442-53.1% | $4,379-31.0% |
| Participant deferral / active EE | $5,875 | $9,750-39.7% | $9,284-36.7% | $6,730-12.7% |
| Admin fee / account holder | $102,688 | $19,707+421.1% | $19,076+438.3% | $14,365+614.8% |