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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 | $276,828 | $110,093+151.4% | $97,295+184.5% | $145,897+89.7% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 11.65% | 244.76%-233.1pp | 75.62%-64.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,642 | $3,077-46.7% | $2,723-39.7% | $4,663-64.8% |
| Participant deferral / active EE | $10,454 | $4,678+123.5% | $4,264+145.2% | $6,689+56.3% |
| Admin fee / account holder | $1,740 | $6,212-72.0% | $5,646-69.2% | $13,390-87.0% |