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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 | $257,061 | $159,934+60.7% | $147,005+74.9% | $145,959+76.1% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 13.57% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,812 | $5,287-46.8% | $4,934-43.0% | $4,661-39.7% |
| Participant deferral / active EE | $5,998 | $8,427-28.8% | $8,070-25.7% | $6,689-10.3% |
| Admin fee / account holder | $3,154 | $15,053-79.1% | $13,006-75.8% | $13,398-76.5% |