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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 | $183,592+84.8% | $155,574+118.1% | $145,877+132.6% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 30.97% | 61.37%-30.4pp | 64.87%-33.9pp | 551.28%-520.3pp |
| Employer contribution / active EE | $2,793 | $5,317-47.5% | $4,676-40.3% | $4,663-40.1% |
| Participant deferral / active EE | $5,815 | $6,466-10.1% | $5,629+3.3% | $6,691-13.1% |
| Admin fee / account holder | $48,530 | $19,316+151.2% | $15,914+204.9% | $13,402+262.1% |