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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 | $317,251 | $209,428+51.5% | $178,498+77.7% | $158,950+99.6% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 23.66% | 188.78%-165.1pp | 151.09%-127.4pp | 302.91%-279.3pp |
| Employer contribution / active EE | $1,258 | $5,707-78.0% | $5,011-74.9% | $4,762-73.6% |
| Participant deferral / active EE | $5,060 | $5,955-15.0% | $5,202-2.7% | $5,983-15.4% |
| Admin fee / account holder | $1,249 | $17,077-92.7% | $13,985-91.1% | $11,248-88.9% |