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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 | $270,760 | $165,381+63.7% | $149,730+80.8% | $158,966+70.3% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 16.82% | 348.29%-331.5pp | 276.70%-259.9pp | 302.95%-286.1pp |
| Employer contribution / active EE | $2,850 | $5,104-44.2% | $4,645-38.6% | $4,762-40.2% |
| Participant deferral / active EE | $4,375 | $7,182-39.1% | $6,843-36.1% | $5,983-26.9% |
| Admin fee / account holder | $1,109 | $10,809-89.7% | $9,310-88.1% | $11,250-90.1% |