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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 | $369,560 | $111,814+230.5% | $93,654+294.6% | $145,959+153.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 18.62% | 203.30%-184.7pp | 133.34%-114.7pp | 561.95%-543.3pp |
| Employer contribution / active EE | $1,912 | $3,092-38.1% | $2,421-21.0% | $4,661-59.0% |
| Participant deferral / active EE | $7,120 | $4,914+44.9% | $4,413+61.3% | $6,689+6.4% |
| Admin fee / account holder | $3,842 | $10,246-62.5% | $8,282-53.6% | $13,398-71.3% |