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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 | $351,149 | $152,612+130.1% | $125,192+180.5% | $152,897+129.7% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 14.00% | 54.85%-40.9pp | 43.79%-29.8pp | 345.43%-331.4pp |
| Employer contribution / active EE | $4,014 | $4,947-18.9% | $3,866+3.8% | $4,764-15.7% |
| Participant deferral / active EE | $17,600 | $5,868+199.9% | $4,937+256.5% | $5,851+200.8% |
| Admin fee / account holder | $10,570 | $13,437-21.3% | $9,704+8.9% | $11,599-8.9% |