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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 | $258,252 | $107,341+140.6% | $92,897+178.0% | $152,870+68.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 15.39% | 145.59%-130.2pp | 109.42%-94.0pp | 345.34%-329.9pp |
| Employer contribution / active EE | $3,628 | $4,221-14.1% | $3,653-0.7% | $4,763-23.8% |
| Participant deferral / active EE | $8,696 | $4,847+79.4% | $4,238+105.2% | $5,850+48.6% |
| Admin fee / account holder | $2,083 | $7,080-70.6% | $5,794-64.0% | $11,597-82.0% |