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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 | $305,470 | $209,425+45.9% | $178,499+71.1% | $158,966+92.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.34% | 188.80%-173.5pp | 151.10%-135.8pp | 302.95%-287.6pp |
| Employer contribution / active EE | $2,617 | $5,707-54.1% | $5,011-47.8% | $4,762-45.1% |
| Participant deferral / active EE | $10,090 | $5,955+69.4% | $5,202+93.9% | $5,983+68.6% |
| Admin fee / account holder | $2,210 | $17,078-87.1% | $13,986-84.2% | $11,250-80.4% |