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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 | $276,302 | $160,028+72.7% | $147,080+87.9% | $145,884+89.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.09% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,277 | $5,286-75.8% | $4,933-74.1% | $4,662-72.6% |
| Participant deferral / active EE | $5,580 | $8,422-33.7% | $8,066-30.8% | $6,690-16.6% |
| Admin fee / account holder | $6,277 | $15,030-58.2% | $12,989-51.7% | $13,392-53.1% |