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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 | $273,193 | $183,592+48.8% | $155,574+75.6% | $145,877+87.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 20.55% | 61.37%-40.8pp | 64.87%-44.3pp | 551.28%-530.7pp |
| Employer contribution / active EE | $3,000 | $5,317-43.6% | $4,676-35.8% | $4,663-35.7% |
| Participant deferral / active EE | $7,473 | $6,466+15.6% | $5,629+32.7% | $6,691+11.7% |
| Admin fee / account holder | $6,742 | $19,316-65.1% | $15,914-57.6% | $13,402-49.7% |