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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 | $327,073 | $183,539+78.2% | $155,556+110.3% | $145,897+124.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.25% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $7,122 | $5,315+34.0% | $4,675+52.3% | $4,663+52.7% |
| Participant deferral / active EE | $27,093 | $6,467+318.9% | $5,631+381.2% | $6,689+305.0% |
| Admin fee / account holder | $67,114 | $19,275+248.2% | $15,885+322.5% | $13,390+401.2% |