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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 | $321,276 | $175,259+83.3% | $149,723+114.6% | $139,487+130.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 27.25% | 166.82%-139.6pp | 134.50%-107.2pp | 373.84%-346.6pp |
| Employer contribution / active EE | $3,500 | $5,478-36.1% | $4,821-27.4% | $4,755-26.4% |
| Participant deferral / active EE | $8,395 | $6,522+28.7% | $5,682+47.7% | $6,713+25.1% |
| Admin fee / account holder | $4,849 | $16,158-70.0% | $13,215-63.3% | $11,407-57.5% |