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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 | $266,512 | $144,130+84.9% | $117,860+126.1% | $147,585+80.6% |
| Participation rate | 46.2% | 83.4%-37.3pp | 79.7%-33.5pp | 82.8%-36.7pp |
| Annual return | 20.04% | 531.20%-511.2pp | 335.10%-315.1pp | 578.58%-558.5pp |
| Employer contribution / active EE | $1,997 | $4,897-59.2% | $3,786-47.2% | $4,876-59.0% |
| Participant deferral / active EE | $3,893 | $5,316-26.8% | $4,482-13.1% | $5,439-28.4% |
| Admin fee / account holder | $3,529 | $10,887-67.6% | $8,021-56.0% | $10,886-67.6% |