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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 | $355,924 | $183,539+93.9% | $155,556+128.8% | $145,897+144.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.18% | 61.31%-38.1pp | 64.84%-41.7pp | 552.29%-529.1pp |
| Employer contribution / active EE | $7,088 | $5,315+33.4% | $4,675+51.6% | $4,663+52.0% |
| Participant deferral / active EE | $6,778 | $6,467+4.8% | $5,631+20.4% | $6,689+1.3% |
| Admin fee / account holder | $10,770 | $19,275-44.1% | $15,885-32.2% | $13,390-19.6% |