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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 | $410,823 | $183,978+123.3% | $162,171+153.3% | $152,885+168.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 27.03% | 150.78%-123.7pp | 115.60%-88.6pp | 345.39%-318.4pp |
| Employer contribution / active EE | $12,273 | $6,370+92.7% | $5,613+118.6% | $4,763+157.7% |
| Participant deferral / active EE | $12,197 | $8,033+51.8% | $7,297+67.1% | $5,851+108.5% |
| Admin fee / account holder | $18,133 | $13,122+38.2% | $10,843+67.2% | $11,598+56.3% |