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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 | $166,131+90.5% | $164,975+91.8% | $145,877+117.0% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 17.24% | 100.37%-83.1pp | 70.12%-52.9pp | 551.28%-534.0pp |
| Employer contribution / active EE | $3,330 | $5,276-36.9% | $4,343-23.3% | $4,663-28.6% |
| Participant deferral / active EE | $4,236 | $6,962-39.2% | $6,033-29.8% | $6,691-36.7% |
| Admin fee / account holder | $6,956 | $16,648-58.2% | $12,688-45.2% | $13,402-48.1% |