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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 | $416,868 | $160,040+160.5% | $147,096+183.4% | $145,877+185.8% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 16.30% | 98.49%-82.2pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,568 | $5,289-70.4% | $4,936-68.2% | $4,663-66.4% |
| Participant deferral / active EE | $3,444 | $8,429-59.1% | $8,071-57.3% | $6,691-48.5% |
| Admin fee / account holder | $5,456 | $15,050-63.7% | $13,005-58.0% | $13,402-59.3% |