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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 | $298,862 | $225,673+32.4% | $203,872+46.6% | $155,188+92.6% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 18.28% | 95.91%-77.6pp | 85.11%-66.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,202 | $4,099-70.7% | $3,757-68.0% | $4,248-71.7% |
| Participant deferral / active EE | $3,871 | $6,893-43.8% | $6,388-39.4% | $6,531-40.7% |
| Admin fee / account holder | $41,338 | $12,327+235.3% | $11,730+252.4% | $14,480+185.5% |