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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 | $251,206 | $150,435+67.0% | $120,580+108.3% | $145,897+72.2% |
| Participation rate | 44.4% | 78.8%-34.4pp | 72.0%-27.5pp | 80.3%-35.9pp |
| Annual return | 20.63% | 154.60%-134.0pp | 107.48%-86.8pp | 552.29%-531.7pp |
| Employer contribution / active EE | $3,074 | $4,352-29.4% | $3,469-11.4% | $4,663-34.1% |
| Participant deferral / active EE | $8,021 | $6,174+29.9% | $4,995+60.6% | $6,689+19.9% |
| Admin fee / account holder | $1,974 | $12,182-83.8% | $9,418-79.0% | $13,390-85.3% |