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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 | $316,391 | $108,942+190.4% | $100,415+215.1% | $145,897+116.9% |
| Participation rate | 29.4% | 83.0%-53.6pp | 81.5%-52.1pp | 80.3%-50.9pp |
| Annual return | 15.76% | 58.27%-42.5pp | 49.47%-33.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $5,132 | $4,422+16.1% | $3,943+30.2% | $4,663+10.1% |
| Participant deferral / active EE | $10,908 | $8,461+28.9% | $8,091+34.8% | $6,689+63.1% |
| Admin fee / account holder | $29,857 | $9,702+207.7% | $7,906+277.6% | $13,390+123.0% |