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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 | $260,318 | $160,070+62.6% | $147,117+76.9% | $145,897+78.4% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 18.40% | 98.69%-80.3pp | 420.54%-402.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,122 | $5,285-78.8% | $4,932-77.3% | $4,663-75.9% |
| Participant deferral / active EE | $9,037 | $8,419+7.3% | $8,065+12.1% | $6,689+35.1% |
| Admin fee / account holder | $8,998 | $15,035-40.2% | $12,993-30.7% | $13,390-32.8% |