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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 | $160,040+90.3% | $147,096+107.0% | $145,877+108.8% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 11.80% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,180 | $5,289-77.7% | $4,936-76.1% | $4,663-74.7% |
| Participant deferral / active EE | $4,577 | $8,429-45.7% | $8,071-43.3% | $6,691-31.6% |
| Admin fee / account holder | $597 | $15,050-96.0% | $13,005-95.4% | $13,402-95.5% |