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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 | $278,075 | $175,257+58.7% | $149,717+85.7% | $139,456+99.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.30% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,260 | $5,477-77.0% | $4,820-73.9% | $4,753-73.5% |
| Participant deferral / active EE | $3,296 | $6,521-49.5% | $5,682-42.0% | $6,711-50.9% |
| Admin fee / account holder | $2,629 | $16,156-83.7% | $13,213-80.1% | $11,407-76.9% |