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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 | $511,674 | $166,131+208.0% | $164,975+210.2% | $145,877+250.8% |
| Participation rate | 26.3% | 82.0%-55.7pp | 78.6%-52.3pp | 80.3%-54.0pp |
| Annual return | 26.73% | 100.37%-73.6pp | 70.12%-43.4pp | 551.28%-524.6pp |
| Employer contribution / active EE | $8,900 | $5,276+68.7% | $4,343+104.9% | $4,663+90.9% |
| Participant deferral / active EE | $2,394 | $6,962-65.6% | $6,033-60.3% | $6,691-64.2% |
| Admin fee / account holder | $157,225 | $16,648+844.4% | $12,688+1139.1% | $13,402+1073.1% |