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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 | $283,857 | $166,242+70.7% | $165,071+72.0% | $145,884+94.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 12.52% | 100.44%-87.9pp | 70.17%-57.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,817 | $5,283-46.7% | $4,347-35.2% | $4,662-39.6% |
| Participant deferral / active EE | $5,148 | $6,964-26.1% | $6,035-14.7% | $6,690-23.0% |
| Admin fee / account holder | $637 | $16,658-96.2% | $12,695-95.0% | $13,392-95.2% |