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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 | $553,629 | $159,934+246.2% | $147,005+276.6% | $145,959+279.3% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 14.64% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,176 | $5,287-58.8% | $4,934-55.9% | $4,661-53.3% |
| Participant deferral / active EE | $4,448 | $8,427-47.2% | $8,070-44.9% | $6,689-33.5% |
| Admin fee / account holder | $4,661 | $15,053-69.0% | $13,006-64.2% | $13,398-65.2% |