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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 | $274,022 | $208,088+31.7% | $186,193+47.2% | $154,746+77.1% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 11.50% | 89.97%-78.5pp | 78.03%-66.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $3,761 | $4,340-13.3% | $3,918-4.0% | $4,379-14.1% |
| Participant deferral / active EE | $10,384 | $7,078+46.7% | $6,513+59.4% | $6,730+54.3% |
| Admin fee / account holder | $2,041 | $11,698-82.6% | $11,058-81.5% | $14,365-85.8% |