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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 | $331,166 | $217,427+52.3% | $185,837+78.2% | $167,518+97.7% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.87% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,987 | $5,874-66.2% | $5,168-61.6% | $4,838-58.9% |
| Participant deferral / active EE | $7,080 | $6,357+11.4% | $5,568+27.1% | $6,342+11.6% |
| Admin fee / account holder | $1,915 | $19,816-90.3% | $16,241-88.2% | $12,312-84.4% |