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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 | $258,150 | $160,070+61.3% | $147,117+75.5% | $145,897+76.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 17.34% | 98.69%-81.3pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,346 | $5,285-55.6% | $4,932-52.4% | $4,663-49.7% |
| Participant deferral / active EE | $11,139 | $8,419+32.3% | $8,065+38.1% | $6,689+66.5% |
| Admin fee / account holder | $10,425 | $15,035-30.7% | $12,993-19.8% | $13,390-22.1% |