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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 | $274,365 | $134,817+103.5% | $123,973+121.3% | $155,188+76.8% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.7%-22.8pp | 80.8%-27.0pp |
| Annual return | 14.94% | 515.49%-500.5pp | 388.13%-373.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,524 | $4,425-43.0% | $4,126-38.8% | $4,248-40.6% |
| Participant deferral / active EE | $7,013 | $5,706+22.9% | $5,247+33.7% | $6,531+7.4% |
| Admin fee / account holder | $3,194 | $13,245-75.9% | $11,799-72.9% | $14,480-77.9% |