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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 | $250,519 | $176,105+42.3% | $159,474+57.1% | $167,536+49.5% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 19.83% | 331.91%-312.1pp | 263.68%-243.8pp | 478.82%-459.0pp |
| Employer contribution / active EE | $1,851 | $5,299-65.1% | $4,831-61.7% | $4,839-61.7% |
| Participant deferral / active EE | $4,128 | $7,751-46.7% | $7,353-43.9% | $6,342-34.9% |
| Admin fee / account holder | $612 | $12,559-95.1% | $10,802-94.3% | $12,315-95.0% |