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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 | $277,675 | $159,978+73.6% | $147,041+88.8% | $145,978+90.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 17.47% | 98.36%-80.9pp | 419.21%-401.7pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,345 | $5,288-74.6% | $4,935-72.8% | $4,662-71.2% |
| Participant deferral / active EE | $8,442 | $8,429+0.2% | $8,071+4.6% | $6,690+26.2% |
| Admin fee / account holder | $2,611 | $15,053-82.7% | $13,006-79.9% | $13,400-80.5% |