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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 | $250,477 | $121,677+105.9% | $104,625+139.4% | $158,966+57.6% |
| Participation rate | 62.5% | 77.5%-15.0pp | 74.1%-11.6pp | 82.0%-19.5pp |
| Annual return | 15.45% | 465.58%-450.1pp | 340.60%-325.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,994 | $3,165-37.0% | $2,681-25.7% | $4,762-58.1% |
| Participant deferral / active EE | $7,534 | $4,175+80.4% | $3,738+101.6% | $5,983+25.9% |
| Admin fee / account holder | $2,343 | $7,777-69.9% | $6,465-63.8% | $11,250-79.2% |