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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 | $383,997 | $129,737+196.0% | $119,126+222.3% | $154,746+148.1% |
| Participation rate | 61.5% | 78.9%-17.3pp | 75.8%-14.2pp | 80.7%-19.2pp |
| Annual return | 20.26% | 379.08%-358.8pp | 282.11%-261.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,371 | $4,375-45.8% | $4,034-41.2% | $4,379-45.9% |
| Participant deferral / active EE | $8,062 | $5,842+38.0% | $5,318+51.6% | $6,730+19.8% |
| Admin fee / account holder | $12,222 | $11,961+2.2% | $10,693+14.3% | $14,365-14.9% |