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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 | $324,133 | $166,268+94.9% | $165,100+96.3% | $145,897+122.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 19.88% | 100.52%-80.6pp | 70.21%-50.3pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,302 | $5,284-56.4% | $4,348-47.0% | $4,663-50.6% |
| Participant deferral / active EE | $4,221 | $6,964-39.4% | $6,035-30.1% | $6,689-36.9% |
| Admin fee / account holder | $6,150 | $16,659-63.1% | $12,696-51.6% | $13,390-54.1% |