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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 | $337,679 | $171,492+96.9% | $150,734+124.0% | $198,609+70.0% |
| Participation rate | 38.5% | 81.4%-43.0pp | 78.4%-40.0pp | 82.4%-43.9pp |
| Annual return | 20.41% | 804.70%-784.3pp | 600.81%-580.4pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,633 | $5,470-70.2% | $4,918-66.8% | $5,055-67.7% |
| Participant deferral / active EE | $7,205 | $6,259+15.1% | $5,610+28.4% | $6,977+3.3% |
| Admin fee / account holder | $3,726 | $17,628-78.9% | $14,905-75.0% | $19,030-80.4% |