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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 | $382,745 | $180,459+112.1% | $154,108+148.4% | $135,380+182.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 6.93% | 888.21%-881.3pp | 735.21%-728.3pp | 519.81%-512.9pp |
| Employer contribution / active EE | $3,580 | $6,035-40.7% | $5,298-32.4% | $4,779-25.1% |
| Participant deferral / active EE | $7,267 | $5,806+25.1% | $5,081+43.0% | $5,609+29.6% |
| Admin fee / account holder | $15,874 | $16,145-1.7% | $13,411+18.4% | $10,828+46.6% |