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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 | $102,595+233.2% | $94,057+263.5% | $154,746+120.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 17.35% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,218 | $3,147+2.2% | $2,933+9.7% | $4,379-26.5% |
| Participant deferral / active EE | $4,242 | $5,118-17.1% | $4,709-9.9% | $6,730-37.0% |
| Admin fee / account holder | $1,328 | $7,736-82.8% | $7,244-81.7% | $14,365-90.8% |