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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 | $261,930 | $129,737+101.9% | $119,126+119.9% | $154,746+69.3% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 15.92% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,596 | $4,375+27.9% | $4,034+38.7% | $4,379+27.8% |
| Participant deferral / active EE | $7,327 | $5,842+25.4% | $5,318+37.8% | $6,730+8.9% |
| Admin fee / account holder | $35,141 | $11,961+193.8% | $10,693+228.6% | $14,365+144.6% |