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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 | $518,636 | $175,257+195.9% | $149,717+246.4% | $139,456+271.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 67.32% | 166.70%-99.4pp | 134.41%-67.1pp | 373.45%-306.1pp |
| Employer contribution / active EE | $1,210 | $5,477-77.9% | $4,820-74.9% | $4,753-74.5% |
| Participant deferral / active EE | $4,349 | $6,521-33.3% | $5,682-23.5% | $6,711-35.2% |
| Admin fee / account holder | $2,371 | $16,156-85.3% | $13,213-82.1% | $11,407-79.2% |