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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 | $266,612 | $159,934+66.7% | $147,005+81.4% | $145,959+82.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 11.84% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,537 | $5,287-52.0% | $4,934-48.6% | $4,661-45.6% |
| Participant deferral / active EE | $6,170 | $8,427-26.8% | $8,070-23.5% | $6,689-7.8% |
| Admin fee / account holder | $6,401 | $15,053-57.5% | $13,006-50.8% | $13,398-52.2% |