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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 | $274,883 | $209,425+31.3% | $178,499+54.0% | $158,966+72.9% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 8.25% | 188.80%-180.5pp | 151.10%-142.9pp | 302.95%-294.7pp |
| Employer contribution / active EE | $4,213 | $5,707-26.2% | $5,011-15.9% | $4,762-11.5% |
| Participant deferral / active EE | $4,033 | $5,955-32.3% | $5,202-22.5% | $5,983-32.6% |
| Admin fee / account holder | $6,151 | $17,078-64.0% | $13,986-56.0% | $11,250-45.3% |