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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 | $395,021 | $96,678+308.6% | $86,640+355.9% | $139,466+183.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 28.38% | 106.69%-78.3pp | 592.52%-564.1pp | 373.66%-345.3pp |
| Employer contribution / active EE | $2,787 | $3,265-14.6% | $3,024-7.8% | $4,754-41.4% |
| Participant deferral / active EE | $4,211 | $4,837-12.9% | $4,438-5.1% | $6,712-37.3% |
| Admin fee / account holder | $12,778 | $6,410+99.3% | $5,616+127.5% | $11,409+12.0% |