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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 | $211,288+26.0% | $178,540+49.1% | $145,884+82.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 59.28% | 30.27%+29.0pp | 27.15%+32.1pp | 551.85%-492.6pp |
| Employer contribution / active EE | $5,594 | $4,574+22.3% | $3,953+41.5% | $4,662+20.0% |
| Participant deferral / active EE | $12,226 | $6,967+75.5% | $6,281+94.7% | $6,690+82.8% |
| Admin fee / account holder | $3,391 | $12,105-72.0% | $10,424-67.5% | $13,392-74.7% |