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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 | $274,863 | $159,978+71.8% | $147,041+86.9% | $145,978+88.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.98% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,308 | $5,288-56.3% | $4,935-53.2% | $4,662-50.5% |
| Participant deferral / active EE | $8,859 | $8,429+5.1% | $8,071+9.8% | $6,690+32.4% |
| Admin fee / account holder | $1,371 | $15,053-90.9% | $13,006-89.5% | $13,400-89.8% |