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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 | $256,087 | $160,070+60.0% | $147,117+74.1% | $145,897+75.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.92% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,303 | $5,285-75.3% | $4,932-73.6% | $4,663-72.1% |
| Participant deferral / active EE | $4,157 | $8,419-50.6% | $8,065-48.5% | $6,689-37.9% |
| Admin fee / account holder | $5,655 | $15,035-62.4% | $12,993-56.5% | $13,390-57.8% |