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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 | $610,584 | $160,070+281.4% | $147,117+315.0% | $145,897+318.5% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 15.74% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $4,323 | $5,285-18.2% | $4,932-12.4% | $4,663-7.3% |
| Participant deferral / active EE | $11,588 | $8,419+37.6% | $8,065+43.7% | $6,689+73.2% |
| Admin fee / account holder | $18,714 | $15,035+24.5% | $12,993+44.0% | $13,390+39.8% |