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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 | $160,070+90.2% | $147,117+107.0% | $145,897+108.7% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 11.80% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,180 | $5,285-77.7% | $4,932-76.1% | $4,663-74.7% |
| Participant deferral / active EE | $4,577 | $8,419-45.6% | $8,065-43.2% | $6,689-31.6% |
| Admin fee / account holder | $597 | $15,035-96.0% | $12,993-95.4% | $13,390-95.5% |