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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 | $285,834 | $148,623+92.3% | $135,974+110.2% | $139,466+104.9% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 15.35% | 79.30%-63.9pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,546 | $5,246-70.5% | $4,859-68.2% | $4,754-67.5% |
| Participant deferral / active EE | $6,000 | $8,103-26.0% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $13,277 | $12,406+7.0% | $10,767+23.3% | $11,409+16.4% |