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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 | $506,360 | $81,208+523.5% | $98,916+411.9% | $79,858+534.1% |
| Participation rate | 48.3% | 72.5%-24.2pp | 76.0%-27.8pp | 69.6%-21.4pp |
| Annual return | 83.01% | 60.99%+22.0pp | 196.45%-113.4pp | 31.72%+51.3pp |
| Employer contribution / active EE | $3,068 | $1,960+56.6% | $2,689+14.1% | $2,471+24.2% |
| Participant deferral / active EE | $6,259 | $3,265+91.7% | $4,245+47.5% | $3,740+67.4% |
| Admin fee / account holder | $2,286 | $6,013-62.0% | $6,642-65.6% | $5,306-56.9% |