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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 | $273,426 | $160,028+70.9% | $147,080+85.9% | $145,884+87.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.03% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,921 | $5,286-25.8% | $4,933-20.5% | $4,662-15.9% |
| Participant deferral / active EE | $10,400 | $8,422+23.5% | $8,066+28.9% | $6,690+55.5% |
| Admin fee / account holder | $2,274 | $15,030-84.9% | $12,989-82.5% | $13,392-83.0% |