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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 | $313,741 | $109,967+185.3% | $97,197+222.8% | $145,877+115.1% |
| Participation rate | 63.6% | 76.0%-12.3pp | 72.7%-9.1pp | 80.3%-16.7pp |
| Annual return | 15.93% | 244.27%-228.3pp | 75.47%-59.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $14,542 | $3,077+372.7% | $2,723+434.1% | $4,663+211.9% |
| Participant deferral / active EE | $10,818 | $4,676+131.3% | $4,263+153.7% | $6,691+61.7% |
| Admin fee / account holder | $628 | $6,199-89.9% | $5,637-88.9% | $13,402-95.3% |