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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 | $439,259 | $99,031+343.6% | $86,597+407.2% | $147,585+197.6% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 13.23% | 1312.56%-1299.3pp | 964.96%-951.7pp | 578.57%-565.3pp |
| Employer contribution / active EE | $3,722 | $3,132+18.8% | $2,840+31.1% | $4,876-23.7% |
| Participant deferral / active EE | $5,503 | $3,972+38.5% | $3,609+52.5% | $5,439+1.2% |
| Admin fee / account holder | $3,692 | $5,711-35.3% | $4,906-24.7% | $10,885-66.1% |