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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 | $357,151 | $175,257+103.8% | $149,717+138.6% | $139,456+156.1% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 11.76% | 166.70%-154.9pp | 134.41%-122.6pp | 373.45%-361.7pp |
| Employer contribution / active EE | $1,849 | $5,477-66.2% | $4,820-61.6% | $4,753-61.1% |
| Participant deferral / active EE | $9,049 | $6,521+38.8% | $5,682+59.3% | $6,711+34.8% |
| Admin fee / account holder | $13,579 | $16,156-15.9% | $13,213+2.8% | $11,407+19.0% |