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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 | $111,814+178.8% | $93,654+232.9% | $145,959+113.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 36.64% | 203.30%-166.7pp | 133.34%-96.7pp | 561.95%-525.3pp |
| Employer contribution / active EE | $1,522 | $3,092-50.8% | $2,421-37.1% | $4,661-67.3% |
| Participant deferral / active EE | $5,000 | $4,914+1.7% | $4,413+13.3% | $6,689-25.2% |
| Admin fee / account holder | $1,907 | $10,246-81.4% | $8,282-77.0% | $13,398-85.8% |