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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 | $343,154 | $185,905+84.6% | $170,057+101.8% | $139,487+146.0% |
| Participation rate | 28.6% | 87.8%-59.2pp | 87.0%-58.4pp | 80.3%-51.8pp |
| Annual return | 18.96% | 60.56%-41.6pp | 53.42%-34.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $9,263 | $7,597+21.9% | $6,790+36.4% | $4,755+94.8% |
| Participant deferral / active EE | $10,676 | $11,627-8.2% | $10,411+2.5% | $6,713+59.0% |
| Admin fee / account holder | $35,178 | $15,397+128.5% | $12,826+174.3% | $11,407+208.4% |