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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 | $267,080 | $159,934+67.0% | $147,005+81.7% | $145,959+83.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.60% | 98.24%-82.6pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,562 | $5,287-51.5% | $4,934-48.1% | $4,661-45.0% |
| Participant deferral / active EE | $12,475 | $8,427+48.0% | $8,070+54.6% | $6,689+86.5% |
| Admin fee / account holder | $565 | $15,053-96.2% | $13,006-95.7% | $13,398-95.8% |