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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 | $309,151 | $166,268+85.9% | $165,100+87.3% | $145,897+111.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.74% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,157 | $5,284-59.2% | $4,348-50.4% | $4,663-53.7% |
| Participant deferral / active EE | $4,809 | $6,964-31.0% | $6,035-20.3% | $6,689-28.1% |
| Admin fee / account holder | $554 | $16,659-96.7% | $12,696-95.6% | $13,390-95.9% |