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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 | $370,581 | $202,440+83.1% | $169,390+118.8% | $139,466+165.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 16.94% | 532.36%-515.4pp | 406.07%-389.1pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,438 | $4,693-69.4% | $4,013-64.2% | $4,754-69.7% |
| Participant deferral / active EE | $10,734 | $6,940+54.7% | $6,222+72.5% | $6,712+59.9% |
| Admin fee / account holder | $18,408 | $10,722+71.7% | $9,015+104.2% | $11,409+61.4% |