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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 | $419,345 | $226,105+85.5% | $182,540+129.7% | $152,897+174.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 18.59% | 192.58%-174.0pp | 148.58%-130.0pp | 345.43%-326.8pp |
| Employer contribution / active EE | $7,980 | $4,978+60.3% | $4,076+95.8% | $4,764+67.5% |
| Participant deferral / active EE | $4,525 | $6,370-29.0% | $5,525-18.1% | $5,851-22.7% |
| Admin fee / account holder | $2,597 | $10,706-75.7% | $8,593-69.8% | $11,599-77.6% |