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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 | $340,737 | $175,231+94.5% | $149,696+127.6% | $139,466+144.3% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 19.32% | 166.77%-147.5pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,254 | $5,478-58.9% | $4,821-53.2% | $4,754-52.6% |
| Participant deferral / active EE | $5,256 | $6,521-19.4% | $5,682-7.5% | $6,712-21.7% |
| Admin fee / account holder | $2,412 | $16,155-85.1% | $13,212-81.7% | $11,409-78.9% |