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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 | $252,012 | $109,967+129.2% | $97,197+159.3% | $145,877+72.8% |
| Participation rate | 63.6% | 76.0%-12.3pp | 72.7%-9.1pp | 80.3%-16.7pp |
| Annual return | 13.79% | 244.27%-230.5pp | 75.47%-61.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,389 | $3,077-22.3% | $2,723-12.2% | $4,663-48.8% |
| Participant deferral / active EE | $5,582 | $4,676+19.4% | $4,263+30.9% | $6,691-16.6% |
| Admin fee / account holder | $12,971 | $6,199+109.2% | $5,637+130.1% | $13,402-3.2% |