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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 | $331,162 | $125,190+164.5% | $105,624+213.5% | $145,897+127.0% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.47% | 225.22%-208.7pp | 116.20%-99.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,912 | $3,720-48.6% | $3,168-39.6% | $4,663-59.0% |
| Participant deferral / active EE | $8,848 | $5,716+54.8% | $5,013+76.5% | $6,689+32.3% |
| Admin fee / account holder | $2,993 | $17,138-82.5% | $10,961-72.7% | $13,390-77.6% |