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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 | $284,172 | $148,582+91.3% | $135,942+109.0% | $139,456+103.8% |
| Participation rate | 52.9% | 83.9%-30.9pp | 81.9%-29.0pp | 80.3%-27.4pp |
| Annual return | 26.61% | 79.26%-52.6pp | 68.28%-41.7pp | 373.45%-346.8pp |
| Employer contribution / active EE | $1,325 | $5,245-74.7% | $4,858-72.7% | $4,753-72.1% |
| Participant deferral / active EE | $5,670 | $8,101-30.0% | $7,759-26.9% | $6,711-15.5% |
| Admin fee / account holder | $1,696 | $12,402-86.3% | $10,764-84.2% | $11,407-85.1% |