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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 | $281,844 | $129,737+117.2% | $119,126+136.6% | $154,746+82.1% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 19.20% | 379.08%-359.9pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,370 | $4,375-45.8% | $4,034-41.2% | $4,379-45.9% |
| Participant deferral / active EE | $8,512 | $5,842+45.7% | $5,318+60.1% | $6,730+26.5% |
| Admin fee / account holder | $5,972 | $11,961-50.1% | $10,693-44.2% | $14,365-58.4% |