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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 | $263,985 | $148,623+77.6% | $135,974+94.1% | $139,466+89.3% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 14.75% | 79.30%-64.5pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $3,382 | $5,246-35.5% | $4,859-30.4% | $4,754-28.9% |
| Participant deferral / active EE | $7,004 | $8,103-13.6% | $7,760-9.7% | $6,712+4.3% |
| Admin fee / account holder | $32,547 | $12,406+162.4% | $10,767+202.3% | $11,409+185.3% |