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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 | $373,801 | $148,623+151.5% | $135,974+174.9% | $139,466+168.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.99% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,516 | $5,246-71.1% | $4,859-68.8% | $4,754-68.1% |
| Participant deferral / active EE | $10,853 | $8,103+33.9% | $7,760+39.9% | $6,712+61.7% |
| Admin fee / account holder | $67,494 | $12,406+444.1% | $10,767+526.9% | $11,409+491.6% |