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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 | $344,603 | $102,595+235.9% | $94,057+266.4% | $154,746+122.7% |
| Participation rate | 68.2% | 76.0%-7.8pp | 73.3%-5.2pp | 80.7%-12.5pp |
| Annual return | 13.80% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,978 | $3,147+26.4% | $2,933+35.6% | $4,379-9.2% |
| Participant deferral / active EE | $6,923 | $5,118+35.3% | $4,709+47.0% | $6,730+2.9% |
| Admin fee / account holder | $38,825 | $7,736+401.9% | $7,244+435.9% | $14,365+170.3% |