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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 | $272,620 | $202,342+34.7% | $172,752+57.8% | $152,897+78.3% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 17.29% | 1029.83%-1012.5pp | 802.97%-785.7pp | 345.43%-328.1pp |
| Employer contribution / active EE | $1,741 | $5,858-70.3% | $5,144-66.1% | $4,764-63.4% |
| Participant deferral / active EE | $4,942 | $5,948-16.9% | $5,198-4.9% | $5,851-15.5% |
| Admin fee / account holder | $1,394 | $17,111-91.9% | $13,955-90.0% | $11,599-88.0% |