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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 | $266,495 | $217,432+22.6% | $185,849+43.4% | $167,536+59.1% |
| Participation rate | 41.7% | 86.1%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 18.55% | 148.42%-129.9pp | 122.10%-103.5pp | 478.82%-460.3pp |
| Employer contribution / active EE | $2,594 | $5,875-55.9% | $5,169-49.8% | $4,839-46.4% |
| Participant deferral / active EE | $5,616 | $6,357-11.7% | $5,569+0.8% | $6,342-11.5% |
| Admin fee / account holder | $2,889 | $19,818-85.4% | $16,244-82.2% | $12,315-76.5% |