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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 | $266,131 | $211,105+26.1% | $178,449+49.1% | $145,978+82.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 59.28% | 30.19%+29.1pp | 27.09%+32.2pp | 550.52%-491.2pp |
| Employer contribution / active EE | $5,594 | $4,569+22.4% | $3,951+41.6% | $4,662+20.0% |
| Participant deferral / active EE | $12,226 | $6,959+75.7% | $6,277+94.8% | $6,690+82.8% |
| Admin fee / account holder | $3,391 | $12,017-71.8% | $10,362-67.3% | $13,400-74.7% |