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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 | $281,717 | $109,411+157.5% | $89,435+215.0% | $158,982+77.2% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 8.49% | 345.68%-337.2pp | 245.55%-237.1pp | 302.99%-294.5pp |
| Employer contribution / active EE | $1,002 | $3,173-68.4% | $2,587-61.3% | $4,763-79.0% |
| Participant deferral / active EE | $8,073 | $4,600+75.5% | $3,890+107.5% | $5,983+34.9% |
| Admin fee / account holder | $863 | $6,159-86.0% | $4,884-82.3% | $11,252-92.3% |