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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 | $293,419 | $160,028+83.4% | $147,080+99.5% | $145,884+101.1% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 21.70% | 98.60%-76.9pp | 420.17%-398.5pp | 551.85%-530.1pp |
| Employer contribution / active EE | $2,644 | $5,286-50.0% | $4,933-46.4% | $4,662-43.3% |
| Participant deferral / active EE | $5,364 | $8,422-36.3% | $8,066-33.5% | $6,690-19.8% |
| Admin fee / account holder | $6,848 | $15,030-54.4% | $12,989-47.3% | $13,392-48.9% |