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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 | $369,272 | $125,778+193.6% | $114,563+222.3% | $154,746+138.6% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.9%-14.6pp | 80.7%-22.4pp |
| Annual return | 14.16% | 295.14%-281.0pp | 241.09%-226.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,002 | $2,806-28.6% | $2,592-22.8% | $4,379-54.3% |
| Participant deferral / active EE | $8,165 | $4,445+83.7% | $4,142+97.1% | $6,730+21.3% |
| Admin fee / account holder | $2,531 | $8,190-69.1% | $7,623-66.8% | $14,365-82.4% |