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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 | $279,713 | $160,040+74.8% | $147,096+90.2% | $145,877+91.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.70% | 98.49%-78.8pp | 419.75%-400.1pp | 551.28%-531.6pp |
| Employer contribution / active EE | $1,199 | $5,289-77.3% | $4,936-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $5,595 | $8,429-33.6% | $8,071-30.7% | $6,691-16.4% |
| Admin fee / account holder | $1,272 | $15,050-91.6% | $13,005-90.2% | $13,402-90.5% |