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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 | $160,040+64.9% | $147,096+79.4% | $145,877+80.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 11.08% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,100 | $5,289-60.3% | $4,936-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $4,045 | $8,429-52.0% | $8,071-49.9% | $6,691-39.5% |
| Admin fee / account holder | $2,328 | $15,050-84.5% | $13,005-82.1% | $13,402-82.6% |