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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 | $278,561 | $198,457+40.4% | $170,435+63.4% | $147,586+88.7% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 10.66% | 257.30%-246.6pp | 205.94%-195.3pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,394 | $6,183-77.5% | $5,432-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $5,922 | $5,629+5.2% | $4,939+19.9% | $5,439+8.9% |
| Admin fee / account holder | $3,805 | $16,852-77.4% | $13,881-72.6% | $10,886-65.1% |