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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 | $286,152 | $112,131+155.2% | $95,964+198.2% | $158,982+80.0% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 24.63% | 171.19%-146.6pp | 91.64%-67.0pp | 302.99%-278.4pp |
| Employer contribution / active EE | $2,367 | $3,199-26.0% | $2,541-6.9% | $4,763-50.3% |
| Participant deferral / active EE | $7,800 | $4,784+63.0% | $4,167+87.2% | $5,983+30.4% |
| Admin fee / account holder | $8,519 | $10,136-16.0% | $6,797+25.3% | $11,252-24.3% |