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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 | $294,681 | $160,070+84.1% | $147,117+100.3% | $145,897+102.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 24.84% | 98.69%-73.9pp | 420.54%-395.7pp | 552.29%-527.5pp |
| Employer contribution / active EE | $1,680 | $5,285-68.2% | $4,932-65.9% | $4,663-64.0% |
| Participant deferral / active EE | $2,780 | $8,419-67.0% | $8,065-65.5% | $6,689-58.4% |
| Admin fee / account holder | $7,008 | $15,035-53.4% | $12,993-46.1% | $13,390-47.7% |