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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 | $257,919 | $160,040+61.2% | $147,096+75.3% | $145,877+76.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 28.07% | 98.49%-70.4pp | 419.75%-391.7pp | 551.28%-523.2pp |
| Employer contribution / active EE | $1,710 | $5,289-67.7% | $4,936-65.4% | $4,663-63.3% |
| Participant deferral / active EE | $6,879 | $8,429-18.4% | $8,071-14.8% | $6,691+2.8% |
| Admin fee / account holder | $5,970 | $15,050-60.3% | $13,005-54.1% | $13,402-55.5% |