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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 | $263,878 | $159,934+65.0% | $147,005+79.5% | $145,959+80.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 11.08% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,100 | $5,287-60.3% | $4,934-57.4% | $4,661-54.9% |
| Participant deferral / active EE | $4,045 | $8,427-52.0% | $8,070-49.9% | $6,689-39.5% |
| Admin fee / account holder | $2,328 | $15,053-84.5% | $13,006-82.1% | $13,398-82.6% |