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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 | $160,070+66.9% | $147,117+81.5% | $145,897+83.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.60% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,562 | $5,285-51.5% | $4,932-48.1% | $4,663-45.0% |
| Participant deferral / active EE | $12,475 | $8,419+48.2% | $8,065+54.7% | $6,689+86.5% |
| Admin fee / account holder | $565 | $15,035-96.2% | $12,993-95.7% | $13,390-95.8% |