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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 | $257,600 | $160,070+60.9% | $147,117+75.1% | $145,897+76.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.71% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $4,236 | $5,285-19.8% | $4,932-14.1% | $4,663-9.1% |
| Participant deferral / active EE | $13,333 | $8,419+58.4% | $8,065+65.3% | $6,689+99.3% |
| Admin fee / account holder | $2,511 | $15,035-83.3% | $12,993-80.7% | $13,390-81.3% |