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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 | $299,392 | $210,698+42.1% | $178,014+68.2% | $145,959+105.1% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 15.46% | 386.27%-370.8pp | 294.80%-279.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,938 | $4,567-57.6% | $3,950-50.9% | $4,661-58.4% |
| Participant deferral / active EE | $3,100 | $6,958-55.4% | $6,276-50.6% | $6,689-53.7% |
| Admin fee / account holder | $1,998 | $12,016-83.4% | $10,362-80.7% | $13,398-85.1% |