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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 | $304,532 | $159,934+90.4% | $147,005+107.2% | $145,959+108.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 11.80% | 98.24%-86.4pp | 418.76%-407.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,180 | $5,287-77.7% | $4,934-76.1% | $4,661-74.7% |
| Participant deferral / active EE | $4,577 | $8,427-45.7% | $8,070-43.3% | $6,689-31.6% |
| Admin fee / account holder | $597 | $15,053-96.0% | $13,006-95.4% | $13,398-95.5% |