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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 | $309,770 | $183,539+68.8% | $155,556+99.1% | $145,897+112.3% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 19.35% | 61.31%-42.0pp | 64.84%-45.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $2,122 | $5,315-60.1% | $4,675-54.6% | $4,663-54.5% |
| Participant deferral / active EE | $6,000 | $6,467-7.2% | $5,631+6.6% | $6,689-10.3% |
| Admin fee / account holder | $1,106 | $19,275-94.3% | $15,885-93.0% | $13,390-91.7% |