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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 | $251,508 | $159,978+57.2% | $147,041+71.0% | $145,978+72.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 28.67% | 98.36%-69.7pp | 419.21%-390.5pp | 550.52%-521.8pp |
| Employer contribution / active EE | $2,531 | $5,288-52.1% | $4,935-48.7% | $4,662-45.7% |
| Participant deferral / active EE | $3,453 | $8,429-59.0% | $8,071-57.2% | $6,690-48.4% |
| Admin fee / account holder | $1,912 | $15,053-87.3% | $13,006-85.3% | $13,400-85.7% |