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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 | $268,007 | $134,817+98.8% | $123,973+116.2% | $155,188+72.7% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 14.94% | 515.49%-500.5pp | 388.13%-373.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,550 | $4,425-65.0% | $4,126-62.4% | $4,248-63.5% |
| Participant deferral / active EE | $4,214 | $5,706-26.1% | $5,247-19.7% | $6,531-35.5% |
| Admin fee / account holder | $7,018 | $13,245-47.0% | $11,799-40.5% | $14,480-51.5% |