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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 | $341,888 | $72,071+374.4% | $68,368+400.1% | $137,256+149.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 17.35% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,218 | $2,788+15.4% | $2,649+21.5% | $4,156-22.6% |
| Participant deferral / active EE | $4,242 | $4,410-3.8% | $4,123+2.9% | $6,407-33.8% |
| Admin fee / account holder | $1,328 | $5,336-75.1% | $5,150-74.2% | $12,270-89.2% |