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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 | $318,962 | $160,070+99.3% | $147,117+116.8% | $145,897+118.6% |
| Participation rate | 52.2% | 84.0%-31.9pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 11.40% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,034 | $5,285-61.5% | $4,932-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $3,634 | $8,419-56.8% | $8,065-54.9% | $6,689-45.7% |
| Admin fee / account holder | $16,189 | $15,035+7.7% | $12,993+24.6% | $13,390+20.9% |