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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 | $345,186 | $209,425+64.8% | $178,499+93.4% | $158,966+117.1% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 18.33% | 188.80%-170.5pp | 151.10%-132.8pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,602 | $5,707-54.4% | $5,011-48.1% | $4,762-45.4% |
| Participant deferral / active EE | $4,990 | $5,955-16.2% | $5,202-4.1% | $5,983-16.6% |
| Admin fee / account holder | $1,856 | $17,078-89.1% | $13,986-86.7% | $11,250-83.5% |