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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 | $180,749+51.6% | $160,784+70.4% | $137,256+99.6% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 11.50% | 2234.46%-2223.0pp | 1803.92%-1792.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,761 | $4,155-9.5% | $3,733+0.8% | $4,156-9.5% |
| Participant deferral / active EE | $10,384 | $6,844+51.7% | $6,293+65.0% | $6,407+62.1% |
| Admin fee / account holder | $2,041 | $10,397-80.4% | $9,717-79.0% | $12,270-83.4% |