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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 | $270,067 | $157,296+71.7% | $141,191+91.3% | $152,897+76.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 22.53% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $10,180 | $5,262+93.4% | $4,736+114.9% | $4,764+113.7% |
| Participant deferral / active EE | $8,167 | $7,111+14.8% | $6,710+21.7% | $5,851+39.6% |
| Admin fee / account holder | $2,122 | $12,125-82.5% | $10,264-79.3% | $11,599-81.7% |