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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 | $540,453 | $159,978+237.8% | $147,041+267.6% | $145,978+270.2% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 9.89% | 98.36%-88.5pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,475 | $5,288-53.2% | $4,935-49.8% | $4,662-46.9% |
| Participant deferral / active EE | $9,642 | $8,429+14.4% | $8,071+19.5% | $6,690+44.1% |
| Admin fee / account holder | $188,040 | $15,053+1149.2% | $13,006+1345.8% | $13,400+1303.3% |