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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 | $382,756 | $90,530+322.8% | $76,030+403.4% | $145,897+162.3% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 15.98% | 625.08%-609.1pp | 361.54%-345.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,624 | $3,319-20.9% | $2,688-2.4% | $4,663-43.7% |
| Participant deferral / active EE | $4,936 | $5,164-4.4% | $4,257+15.9% | $6,689-26.2% |
| Admin fee / account holder | $6,229 | $8,383-25.7% | $6,421-3.0% | $13,390-53.5% |