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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 | $258,883 | $183,539+41.1% | $155,556+66.4% | $145,897+77.4% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.6pp | 80.3%-53.6pp |
| Annual return | 18.56% | 61.31%-42.7pp | 64.84%-46.3pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,926 | $5,315-63.8% | $4,675-58.8% | $4,663-58.7% |
| Participant deferral / active EE | $3,614 | $6,467-44.1% | $5,631-35.8% | $6,689-46.0% |
| Admin fee / account holder | $2,892 | $19,275-85.0% | $15,885-81.8% | $13,390-78.4% |