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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 | $396,699 | $201,344+97.0% | $184,243+115.3% | $145,877+171.9% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 28.61% | 29.01%-0.4pp | 28.82%-0.2pp | 551.28%-522.7pp |
| Employer contribution / active EE | $2,580 | $7,022-63.3% | $6,427-59.9% | $4,663-44.7% |
| Participant deferral / active EE | $5,372 | $9,807-45.2% | $9,132-41.2% | $6,691-19.7% |
| Admin fee / account holder | $36,439 | $16,382+122.4% | $13,914+161.9% | $13,402+171.9% |