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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 | $281,528 | $97,125+189.9% | $86,233+226.5% | $137,256+105.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 58.06% | 74.19%-16.1pp | 61.39%-3.3pp | 220.34%-162.3pp |
| Employer contribution / active EE | $4,000 | $2,841+40.8% | $2,504+59.7% | $4,156-3.8% |
| Participant deferral / active EE | $2,000 | $5,180-61.4% | $4,559-56.1% | $6,407-68.8% |
| Admin fee / account holder | $1,028 | $9,725-89.4% | $8,342-87.7% | $12,270-91.6% |