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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 | $340,334 | $165,381+105.8% | $149,730+127.3% | $158,966+114.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 15.03% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,710 | $5,104-66.5% | $4,645-63.2% | $4,762-64.1% |
| Participant deferral / active EE | $8,572 | $7,182+19.4% | $6,843+25.3% | $5,983+43.3% |
| Admin fee / account holder | $8,803 | $10,809-18.6% | $9,310-5.5% | $11,250-21.8% |