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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 | $267,171 | $70,366+279.7% | $66,674+300.7% | $138,895+92.4% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.7%-17.4pp | 79.9%-23.7pp |
| Annual return | 14.98% | 386.41%-371.4pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,604 | $2,765-5.8% | $2,620-0.6% | $4,194-37.9% |
| Participant deferral / active EE | $9,308 | $4,374+112.8% | $4,084+127.9% | $6,396+45.5% |
| Admin fee / account holder | $6,570 | $5,262+24.8% | $5,098+28.9% | $12,562-47.7% |