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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 | $288,558 | $208,088+38.7% | $186,193+55.0% | $154,746+86.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 13.81% | 89.97%-76.2pp | 78.03%-64.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $990 | $4,340-77.2% | $3,918-74.7% | $4,379-77.4% |
| Participant deferral / active EE | $2,779 | $7,078-60.7% | $6,513-57.3% | $6,730-58.7% |
| Admin fee / account holder | $5,607 | $11,698-52.1% | $11,058-49.3% | $14,365-61.0% |