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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 | $427,850 | $217,432+96.8% | $185,849+130.2% | $167,536+155.4% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 14.98% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,292 | $5,875-78.0% | $5,169-75.0% | $4,839-73.3% |
| Participant deferral / active EE | $4,183 | $6,357-34.2% | $5,569-24.9% | $6,342-34.0% |
| Admin fee / account holder | $383 | $19,818-98.1% | $16,244-97.6% | $12,315-96.9% |