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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 | $183,592+64.5% | $155,574+94.1% | $145,877+107.0% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 16.90% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,741 | $5,317-48.5% | $4,676-41.4% | $4,663-41.2% |
| Participant deferral / active EE | $4,739 | $6,466-26.7% | $5,629-15.8% | $6,691-29.2% |
| Admin fee / account holder | $3,750 | $19,316-80.6% | $15,914-76.4% | $13,402-72.0% |