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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 | $301,925 | $183,539+64.5% | $155,556+94.1% | $145,897+106.9% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 16.90% | 61.31%-44.4pp | 64.84%-47.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,741 | $5,315-48.4% | $4,675-41.4% | $4,663-41.2% |
| Participant deferral / active EE | $4,739 | $6,467-26.7% | $5,631-15.8% | $6,689-29.2% |
| Admin fee / account holder | $3,750 | $19,275-80.5% | $15,885-76.4% | $13,390-72.0% |