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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 | $442,344 | $183,592+140.9% | $155,574+184.3% | $145,877+203.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.41% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,330 | $5,317-37.4% | $4,676-28.8% | $4,663-28.6% |
| Participant deferral / active EE | $4,163 | $6,466-35.6% | $5,629-26.1% | $6,691-37.8% |
| Admin fee / account holder | $1,672 | $19,316-91.3% | $15,914-89.5% | $13,402-87.5% |