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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 | $339,313 | $183,539+84.9% | $155,556+118.1% | $145,897+132.6% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 30.97% | 61.31%-30.3pp | 64.84%-33.9pp | 552.29%-521.3pp |
| Employer contribution / active EE | $2,793 | $5,315-47.5% | $4,675-40.3% | $4,663-40.1% |
| Participant deferral / active EE | $5,815 | $6,467-10.1% | $5,631+3.3% | $6,689-13.1% |
| Admin fee / account holder | $48,530 | $19,275+151.8% | $15,885+205.5% | $13,390+262.4% |