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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 | $175,231+50.1% | $149,696+75.7% | $139,466+88.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.19% | 166.77%-138.6pp | 134.46%-106.3pp | 373.66%-345.5pp |
| Employer contribution / active EE | $2,667 | $5,478-51.3% | $4,821-44.7% | $4,754-43.9% |
| Participant deferral / active EE | $7,557 | $6,521+15.9% | $5,682+33.0% | $6,712+12.6% |
| Admin fee / account holder | $3,438 | $16,155-78.7% | $13,212-74.0% | $11,409-69.9% |