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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 | $160,070+70.6% | $147,117+85.6% | $145,897+87.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.56% | 98.69%-78.1pp | 420.54%-400.0pp | 552.29%-531.7pp |
| Employer contribution / active EE | $2,154 | $5,285-59.2% | $4,932-56.3% | $4,663-53.8% |
| Participant deferral / active EE | $10,015 | $8,419+19.0% | $8,065+24.2% | $6,689+49.7% |
| Admin fee / account holder | $2,660 | $15,035-82.3% | $12,993-79.5% | $13,390-80.1% |