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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 | $266,414 | $175,259+52.0% | $149,723+77.9% | $139,487+91.0% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 18.98% | 166.82%-147.8pp | 134.50%-115.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $4,735 | $5,478-13.6% | $4,821-1.8% | $4,755-0.4% |
| Participant deferral / active EE | $6,016 | $6,522-7.8% | $5,682+5.9% | $6,713-10.4% |
| Admin fee / account holder | $14,583 | $16,158-9.7% | $13,215+10.4% | $11,407+27.8% |