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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 | $263,375 | $217,432+21.1% | $185,849+41.7% | $167,536+57.2% |
| Participation rate | 38.5% | 86.1%-47.6pp | 81.7%-43.2pp | 82.1%-43.7pp |
| Annual return | 10.26% | 148.42%-138.2pp | 122.10%-111.8pp | 478.82%-468.6pp |
| Employer contribution / active EE | $2,602 | $5,875-55.7% | $5,169-49.7% | $4,839-46.2% |
| Participant deferral / active EE | $6,390 | $6,357+0.5% | $5,569+14.7% | $6,342+0.8% |
| Admin fee / account holder | $21,789 | $19,818+9.9% | $16,244+34.1% | $12,315+76.9% |