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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 | $284,218 | $183,978+54.5% | $162,171+75.3% | $152,885+85.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 21.02% | 150.78%-129.8pp | 115.60%-94.6pp | 345.39%-324.4pp |
| Employer contribution / active EE | $1,567 | $6,370-75.4% | $5,613-72.1% | $4,763-67.1% |
| Participant deferral / active EE | $5,440 | $8,033-32.3% | $7,297-25.4% | $5,851-7.0% |
| Admin fee / account holder | $3,626 | $13,122-72.4% | $10,843-66.6% | $11,598-68.7% |