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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 | $427,364 | $209,425+104.1% | $178,499+139.4% | $158,966+168.8% |
| Participation rate | 23.1% | 86.4%-63.3pp | 81.9%-58.9pp | 82.0%-58.9pp |
| Annual return | 8.61% | 188.80%-180.2pp | 151.10%-142.5pp | 302.95%-294.3pp |
| Employer contribution / active EE | $5,784 | $5,707+1.3% | $5,011+15.4% | $4,762+21.5% |
| Participant deferral / active EE | $3,345 | $5,955-43.8% | $5,202-35.7% | $5,983-44.1% |
| Admin fee / account holder | $1,276 | $17,078-92.5% | $13,986-90.9% | $11,250-88.7% |