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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 | $287,158 | $150,412+90.9% | $120,574+138.2% | $145,884+96.8% |
| Participation rate | 47.8% | 78.8%-31.0pp | 71.9%-24.1pp | 80.3%-32.5pp |
| Annual return | 16.51% | 154.50%-138.0pp | 107.42%-90.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,953 | $4,355-32.2% | $3,471-14.9% | $4,662-36.7% |
| Participant deferral / active EE | $4,707 | $6,175-23.8% | $4,996-5.8% | $6,690-29.6% |
| Admin fee / account holder | $4,971 | $12,224-59.3% | $9,445-47.4% | $13,392-62.9% |