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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 | $350,302 | $176,120+98.9% | $159,487+119.6% | $167,553+109.1% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 20.93% | 331.95%-311.0pp | 263.71%-242.8pp | 478.89%-458.0pp |
| Employer contribution / active EE | $2,389 | $5,299-54.9% | $4,831-50.5% | $4,840-50.6% |
| Participant deferral / active EE | $4,340 | $7,752-44.0% | $7,354-41.0% | $6,343-31.6% |
| Admin fee / account holder | $3,344 | $12,561-73.4% | $10,804-69.0% | $12,316-72.8% |