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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 | $134,817+184.8% | $123,973+209.7% | $155,188+147.4% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.7%-15.1pp | 80.8%-19.3pp |
| Annual return | 20.26% | 515.49%-495.2pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $2,371 | $4,425-46.4% | $4,126-42.5% | $4,248-44.2% |
| Participant deferral / active EE | $8,062 | $5,706+41.3% | $5,247+53.7% | $6,531+23.4% |
| Admin fee / account holder | $12,222 | $13,245-7.7% | $11,799+3.6% | $14,480-15.6% |