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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 | $316,481 | $166,268+90.3% | $165,100+91.7% | $145,897+116.9% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 17.24% | 100.52%-83.3pp | 70.21%-53.0pp | 552.29%-535.0pp |
| Employer contribution / active EE | $3,330 | $5,284-37.0% | $4,348-23.4% | $4,663-28.6% |
| Participant deferral / active EE | $4,236 | $6,964-39.2% | $6,035-29.8% | $6,689-36.7% |
| Admin fee / account holder | $6,956 | $16,659-58.2% | $12,696-45.2% | $13,390-48.1% |