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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 | $263,057 | $175,257+50.1% | $149,717+75.7% | $139,456+88.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.19% | 166.70%-138.5pp | 134.41%-106.2pp | 373.45%-345.3pp |
| Employer contribution / active EE | $2,667 | $5,477-51.3% | $4,820-44.7% | $4,753-43.9% |
| Participant deferral / active EE | $7,557 | $6,521+15.9% | $5,682+33.0% | $6,711+12.6% |
| Admin fee / account holder | $3,438 | $16,156-78.7% | $13,213-74.0% | $11,407-69.9% |