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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 | $308,716 | $183,516+68.2% | $155,534+98.5% | $145,884+111.6% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 21.39% | 61.43%-40.0pp | 64.92%-43.5pp | 551.85%-530.5pp |
| Employer contribution / active EE | $3,254 | $5,315-38.8% | $4,675-30.4% | $4,662-30.2% |
| Participant deferral / active EE | $4,930 | $6,467-23.8% | $5,630-12.4% | $6,690-26.3% |
| Admin fee / account holder | $512 | $19,293-97.3% | $15,900-96.8% | $13,392-96.2% |