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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 | $311,780 | $111,830+178.8% | $93,696+232.8% | $145,884+113.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 36.64% | 204.08%-167.4pp | 133.74%-97.1pp | 551.85%-515.2pp |
| Employer contribution / active EE | $1,522 | $3,093-50.8% | $2,422-37.1% | $4,662-67.3% |
| Participant deferral / active EE | $5,000 | $4,920+1.6% | $4,417+13.2% | $6,690-25.3% |
| Admin fee / account holder | $1,907 | $10,249-81.4% | $8,287-77.0% | $13,392-85.8% |