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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 | $324,264 | $183,539+76.7% | $155,556+108.5% | $145,897+122.3% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 18.58% | 61.31%-42.7pp | 64.84%-46.3pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,133 | $5,315-78.7% | $4,675-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $5,462 | $6,467-15.5% | $5,631-3.0% | $6,689-18.4% |
| Admin fee / account holder | $2,925 | $19,275-84.8% | $15,885-81.6% | $13,390-78.2% |