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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 | $304,965 | $159,978+90.6% | $147,041+107.4% | $145,978+108.9% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 10.78% | 98.36%-87.6pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $3,158 | $5,288-40.3% | $4,935-36.0% | $4,662-32.3% |
| Participant deferral / active EE | $3,640 | $8,429-56.8% | $8,071-54.9% | $6,690-45.6% |
| Admin fee / account holder | $1,963 | $15,053-87.0% | $13,006-84.9% | $13,400-85.4% |