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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 | $257,613 | $180,749+42.5% | $160,784+60.2% | $137,256+87.7% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 18.12% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,209 | $4,155-70.9% | $3,733-67.6% | $4,156-70.9% |
| Participant deferral / active EE | $9,081 | $6,844+32.7% | $6,293+44.3% | $6,407+41.7% |
| Admin fee / account holder | $11,518 | $10,397+10.8% | $9,717+18.5% | $12,270-6.1% |