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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 | $287,687 | $175,259+64.1% | $149,723+92.1% | $139,487+106.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.50% | 166.82%-154.3pp | 134.50%-122.0pp | 373.84%-361.3pp |
| Employer contribution / active EE | $2,697 | $5,478-50.8% | $4,821-44.1% | $4,755-43.3% |
| Participant deferral / active EE | $10,255 | $6,522+57.2% | $5,682+80.5% | $6,713+52.8% |
| Admin fee / account holder | $2,725 | $16,158-83.1% | $13,215-79.4% | $11,407-76.1% |