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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 | $324,759 | $175,231+85.3% | $149,696+116.9% | $139,466+132.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.65% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,614 | $5,478-70.5% | $4,821-66.5% | $4,754-66.1% |
| Participant deferral / active EE | $5,426 | $6,521-16.8% | $5,682-4.5% | $6,712-19.2% |
| Admin fee / account holder | $5,952 | $16,155-63.2% | $13,212-55.0% | $11,409-47.8% |