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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 | $273,014 | $160,040+70.6% | $147,096+85.6% | $145,877+87.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.56% | 98.49%-77.9pp | 419.75%-399.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $2,154 | $5,289-59.3% | $4,936-56.4% | $4,663-53.8% |
| Participant deferral / active EE | $10,015 | $8,429+18.8% | $8,071+24.1% | $6,691+49.7% |
| Admin fee / account holder | $2,660 | $15,050-82.3% | $13,005-79.5% | $13,402-80.2% |