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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 | $295,289 | $183,539+60.9% | $155,556+89.8% | $145,897+102.4% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 13.22% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,885 | $5,315-64.5% | $4,675-59.7% | $4,663-59.6% |
| Participant deferral / active EE | $4,951 | $6,467-23.4% | $5,631-12.1% | $6,689-26.0% |
| Admin fee / account holder | $4,177 | $19,275-78.3% | $15,885-73.7% | $13,390-68.8% |