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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 | $311,063 | $176,105+76.6% | $159,474+95.1% | $167,536+85.7% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 35.81% | 331.91%-296.1pp | 263.68%-227.9pp | 478.82%-443.0pp |
| Employer contribution / active EE | $3,554 | $5,299-32.9% | $4,831-26.4% | $4,839-26.6% |
| Participant deferral / active EE | $8,428 | $7,751+8.7% | $7,353+14.6% | $6,342+32.9% |
| Admin fee / account holder | $4,155 | $12,559-66.9% | $10,802-61.5% | $12,315-66.3% |