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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 | $183,516+93.9% | $155,534+128.8% | $145,884+144.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.18% | 61.43%-38.2pp | 64.92%-41.7pp | 551.85%-528.7pp |
| Employer contribution / active EE | $7,088 | $5,315+33.4% | $4,675+51.6% | $4,662+52.0% |
| Participant deferral / active EE | $6,778 | $6,467+4.8% | $5,630+20.4% | $6,690+1.3% |
| Admin fee / account holder | $10,770 | $19,293-44.2% | $15,900-32.3% | $13,392-19.6% |