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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 | $340,476 | $109,904+209.8% | $97,167+250.4% | $145,959+133.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.23% | 243.43%-229.2pp | 75.27%-61.0pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,517 | $3,084-50.8% | $2,729-44.4% | $4,661-67.4% |
| Participant deferral / active EE | $7,830 | $4,676+67.4% | $4,264+83.6% | $6,689+17.1% |
| Admin fee / account holder | $4,941 | $6,216-20.5% | $5,650-12.6% | $13,398-63.1% |