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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 | $342,216 | $159,934+114.0% | $147,005+132.8% | $145,959+134.5% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-59.9pp | 80.3%-58.1pp |
| Annual return | 13.62% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,164 | $5,287-78.0% | $4,934-76.4% | $4,661-75.0% |
| Participant deferral / active EE | $10,863 | $8,427+28.9% | $8,070+34.6% | $6,689+62.4% |
| Admin fee / account holder | $105,982 | $15,053+604.0% | $13,006+714.9% | $13,398+691.0% |