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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 | $525,941 | $176,105+198.7% | $159,474+229.8% | $167,536+213.9% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.01% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,026 | $5,299-80.6% | $4,831-78.8% | $4,839-78.8% |
| Participant deferral / active EE | $8,692 | $7,751+12.1% | $7,353+18.2% | $6,342+37.0% |
| Admin fee / account holder | $2,409 | $12,559-80.8% | $10,802-77.7% | $12,315-80.4% |