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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 | $362,444 | $209,425+73.1% | $178,499+103.1% | $158,966+128.0% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 22.82% | 188.80%-166.0pp | 151.10%-128.3pp | 302.95%-280.1pp |
| Employer contribution / active EE | $1,212 | $5,707-78.8% | $5,011-75.8% | $4,762-74.5% |
| Participant deferral / active EE | $2,312 | $5,955-61.2% | $5,202-55.6% | $5,983-61.4% |
| Admin fee / account holder | $2,567 | $17,078-85.0% | $13,986-81.6% | $11,250-77.2% |