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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 | $329,909 | $175,259+88.2% | $149,723+120.3% | $139,487+136.5% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 18.92% | 166.82%-147.9pp | 134.50%-115.6pp | 373.84%-354.9pp |
| Employer contribution / active EE | $1,461 | $5,478-73.3% | $4,821-69.7% | $4,755-69.3% |
| Participant deferral / active EE | $6,375 | $6,522-2.2% | $5,682+12.2% | $6,713-5.0% |
| Admin fee / account holder | $8,915 | $16,158-44.8% | $13,215-32.5% | $11,407-21.8% |