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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 | $279,048 | $159,934+74.5% | $147,005+89.8% | $145,959+91.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.72% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,216 | $5,287-58.1% | $4,934-55.1% | $4,661-52.5% |
| Participant deferral / active EE | $4,086 | $8,427-51.5% | $8,070-49.4% | $6,689-38.9% |
| Admin fee / account holder | $25,048 | $15,053+66.4% | $13,006+92.6% | $13,398+87.0% |