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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 | $111,785+230.6% | $93,669+294.5% | $145,877+153.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 18.62% | 203.79%-185.2pp | 133.59%-115.0pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,912 | $3,096-38.2% | $2,424-21.1% | $4,663-59.0% |
| Participant deferral / active EE | $7,120 | $4,919+44.7% | $4,416+61.2% | $6,691+6.4% |
| Admin fee / account holder | $3,842 | $10,256-62.5% | $8,291-53.7% | $13,402-71.3% |