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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 | $404,236 | $209,425+93.0% | $178,499+126.5% | $158,966+154.3% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 12.69% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $3,637 | $5,707-36.3% | $5,011-27.4% | $4,762-23.6% |
| Participant deferral / active EE | $5,453 | $5,955-8.4% | $5,202+4.8% | $5,983-8.9% |
| Admin fee / account holder | $834 | $17,078-95.1% | $13,986-94.0% | $11,250-92.6% |