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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 | $296,709 | $132,634+123.7% | $115,768+156.3% | $137,256+116.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 52.28% | 160.70%-108.4pp | 100.46%-48.2pp | 220.34%-168.1pp |
| Employer contribution / active EE | $2,814 | $3,360-16.2% | $2,940-4.3% | $4,156-32.3% |
| Participant deferral / active EE | $6,675 | $5,619+18.8% | $4,917+35.8% | $6,407+4.2% |
| Admin fee / account holder | $1,874 | $15,028-87.5% | $12,439-84.9% | $12,270-84.7% |