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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 | $408,459 | $172,111+137.3% | $150,298+171.8% | $137,256+197.6% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 167.69% | 69.37%+98.3pp | 62.79%+104.9pp | 220.34%-52.7pp |
| Employer contribution / active EE | $2,030 | $4,636-56.2% | $4,154-51.1% | $4,156-51.2% |
| Participant deferral / active EE | $12,400 | $6,166+101.1% | $5,453+127.4% | $6,407+93.5% |
| Admin fee / account holder | $458 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |