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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 | $376,630 | $129,737+190.3% | $119,126+216.2% | $154,746+143.4% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 24.01% | 379.08%-355.1pp | 282.11%-258.1pp | 172.34%-148.3pp |
| Employer contribution / active EE | $2,276 | $4,375-48.0% | $4,034-43.6% | $4,379-48.0% |
| Participant deferral / active EE | $10,013 | $5,842+71.4% | $5,318+88.3% | $6,730+48.8% |
| Admin fee / account holder | $20,571 | $11,961+72.0% | $10,693+92.4% | $14,365+43.2% |