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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 | $296,260 | $159,934+85.2% | $147,005+101.5% | $145,959+103.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 26.57% | 98.24%-71.7pp | 418.76%-392.2pp | 561.95%-535.4pp |
| Employer contribution / active EE | $2,046 | $5,287-61.3% | $4,934-58.5% | $4,661-56.1% |
| Participant deferral / active EE | $7,660 | $8,427-9.1% | $8,070-5.1% | $6,689+14.5% |
| Admin fee / account holder | $7,748 | $15,053-48.5% | $13,006-40.4% | $13,398-42.2% |