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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 | $335,062 | $160,040+109.4% | $147,096+127.8% | $145,877+129.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.00% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,023 | $5,289-61.8% | $4,936-59.0% | $4,663-56.6% |
| Participant deferral / active EE | $9,583 | $8,429+13.7% | $8,071+18.7% | $6,691+43.2% |
| Admin fee / account holder | $2,089 | $15,050-86.1% | $13,005-83.9% | $13,402-84.4% |