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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 | $286,727 | $232,540+23.3% | $185,117+54.9% | $147,586+94.3% |
| Participation rate | 12.5% | 82.4%-69.9pp | 77.3%-64.8pp | 82.8%-70.3pp |
| Annual return | 10.56% | 43.03%-32.5pp | 40.50%-29.9pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,350 | $5,195-74.0% | $4,182-67.7% | $4,876-72.3% |
| Participant deferral / active EE | $1,650 | $5,834-71.7% | $5,045-67.3% | $5,439-69.7% |
| Admin fee / account holder | $37,264 | $10,275+262.7% | $8,159+356.7% | $10,886+242.3% |