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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 | $286,028 | $232,540+23.0% | $185,117+54.5% | $147,586+93.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 17.07% | 43.03%-26.0pp | 40.50%-23.4pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,662 | $5,195-48.8% | $4,182-36.3% | $4,876-45.4% |
| Participant deferral / active EE | $2,528 | $5,834-56.7% | $5,045-49.9% | $5,439-53.5% |
| Admin fee / account holder | $14,913 | $10,275+45.1% | $8,159+82.8% | $10,886+37.0% |