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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 | $431,562 | $111,830+285.9% | $93,696+360.6% | $145,884+195.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 13.40% | 204.08%-190.7pp | 133.74%-120.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,158 | $3,093+2.1% | $2,422+30.4% | $4,662-32.3% |
| Participant deferral / active EE | $5,622 | $4,920+14.3% | $4,417+27.3% | $6,690-16.0% |
| Admin fee / account holder | $7,521 | $10,249-26.6% | $8,287-9.2% | $13,392-43.8% |