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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 | $281,637 | $150,207+87.5% | $120,380+134.0% | $145,978+92.9% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 11.73% | 154.28%-142.5pp | 107.28%-95.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $12,000 | $4,351+175.8% | $3,465+246.3% | $4,662+157.4% |
| Participant deferral / active EE | $8,107 | $6,175+31.3% | $4,992+62.4% | $6,690+21.2% |
| Admin fee / account holder | $2,937 | $12,203-75.9% | $9,421-68.8% | $13,400-78.1% |