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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 | $283,815 | $157,276+80.5% | $141,177+101.0% | $152,885+85.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.44% | 64.33%-41.9pp | 71.40%-49.0pp | 345.39%-322.9pp |
| Employer contribution / active EE | $4,014 | $5,262-23.7% | $4,736-15.2% | $4,763-15.7% |
| Participant deferral / active EE | $10,630 | $7,110+49.5% | $6,710+58.4% | $5,851+81.7% |
| Admin fee / account holder | $87,851 | $12,123+624.7% | $10,263+756.0% | $11,598+657.5% |