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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 | $160,028+246.0% | $147,080+276.4% | $145,884+279.5% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 14.64% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,176 | $5,286-58.8% | $4,933-55.9% | $4,662-53.3% |
| Participant deferral / active EE | $4,448 | $8,422-47.2% | $8,066-44.9% | $6,690-33.5% |
| Admin fee / account holder | $4,661 | $15,030-69.0% | $12,989-64.1% | $13,392-65.2% |