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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 | $279,072 | $175,231+59.3% | $149,696+86.4% | $139,466+100.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 18.71% | 166.77%-148.1pp | 134.46%-115.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,902 | $5,478-65.3% | $4,821-60.5% | $4,754-60.0% |
| Participant deferral / active EE | $11,472 | $6,521+75.9% | $5,682+101.9% | $6,712+70.9% |
| Admin fee / account holder | $1,682 | $16,155-89.6% | $13,212-87.3% | $11,409-85.3% |