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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 | $356,576 | $226,105+57.7% | $182,540+95.3% | $152,897+133.2% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 27.79% | 192.58%-164.8pp | 148.58%-120.8pp | 345.43%-317.6pp |
| Employer contribution / active EE | $2,759 | $4,978-44.6% | $4,076-32.3% | $4,764-42.1% |
| Participant deferral / active EE | $8,638 | $6,370+35.6% | $5,525+56.3% | $5,851+47.6% |
| Admin fee / account holder | $32,202 | $10,706+200.8% | $8,593+274.7% | $11,599+177.6% |