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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 | $278,311 | $198,457+40.2% | $170,435+63.3% | $147,586+88.6% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 16.07% | 257.30%-241.2pp | 205.94%-189.9pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,338 | $6,183-78.4% | $5,432-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $3,948 | $5,629-29.9% | $4,939-20.1% | $5,439-27.4% |
| Admin fee / account holder | $5,920 | $16,852-64.9% | $13,881-57.3% | $10,886-45.6% |