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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 | $325,204 | $217,432+49.6% | $185,849+75.0% | $167,536+94.1% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 15.67% | 148.42%-132.8pp | 122.10%-106.4pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,710 | $5,875-70.9% | $5,169-66.9% | $4,839-64.7% |
| Participant deferral / active EE | $10,407 | $6,357+63.7% | $5,569+86.9% | $6,342+64.1% |
| Admin fee / account holder | $12,094 | $19,818-39.0% | $16,244-25.5% | $12,315-1.8% |