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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 | $306,979 | $183,539+67.3% | $155,556+97.3% | $145,897+110.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.41% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,077 | $5,315-60.9% | $4,675-55.6% | $4,663-55.4% |
| Participant deferral / active EE | $7,098 | $6,467+9.8% | $5,631+26.1% | $6,689+6.1% |
| Admin fee / account holder | $4,449 | $19,275-76.9% | $15,885-72.0% | $13,390-66.8% |