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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 | $267,885 | $196,972+36.0% | $182,262+47.0% | $198,609+34.9% |
| Participation rate | 40.0% | 85.7%-45.7pp | 84.2%-44.2pp | 82.4%-42.4pp |
| Annual return | 58.01% | 158.27%-100.3pp | 140.60%-82.6pp | 202.70%-144.7pp |
| Employer contribution / active EE | $2,042 | $5,364-61.9% | $5,046-59.5% | $5,055-59.6% |
| Participant deferral / active EE | $6,703 | $8,643-22.4% | $8,276-19.0% | $6,977-3.9% |
| Admin fee / account holder | $499 | $18,429-97.3% | $16,712-97.0% | $19,030-97.4% |