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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 | $264,922 | $175,231+51.2% | $149,696+77.0% | $139,466+90.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 16.67% | 166.77%-150.1pp | 134.46%-117.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,511 | $5,478-54.2% | $4,821-47.9% | $4,754-47.2% |
| Participant deferral / active EE | $5,267 | $6,521-19.2% | $5,682-7.3% | $6,712-21.5% |
| Admin fee / account holder | $1,071 | $16,155-93.4% | $13,212-91.9% | $11,409-90.6% |