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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 | $346,911 | $209,428+65.6% | $178,498+94.3% | $158,950+118.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.10% | 188.78%-173.7pp | 151.09%-136.0pp | 302.91%-287.8pp |
| Employer contribution / active EE | $1,810 | $5,707-68.3% | $5,011-63.9% | $4,762-62.0% |
| Participant deferral / active EE | $9,856 | $5,955+65.5% | $5,202+89.5% | $5,983+64.7% |
| Admin fee / account holder | $1,361 | $17,077-92.0% | $13,985-90.3% | $11,248-87.9% |