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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 | $314,800 | $183,988+71.1% | $162,177+94.1% | $152,897+105.9% |
| Participation rate | 36.4% | 88.5%-52.1pp | 87.6%-51.2pp | 82.5%-46.1pp |
| Annual return | 22.40% | 150.79%-128.4pp | 115.60%-93.2pp | 345.43%-323.0pp |
| Employer contribution / active EE | $3,780 | $6,370-40.7% | $5,613-32.7% | $4,764-20.7% |
| Participant deferral / active EE | $8,696 | $8,032+8.3% | $7,297+19.2% | $5,851+48.6% |
| Admin fee / account holder | $49,734 | $13,123+279.0% | $10,843+358.7% | $11,599+328.8% |