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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 | $333,871 | $111,814+198.6% | $93,654+256.5% | $145,959+128.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 12.47% | 203.30%-190.8pp | 133.34%-120.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,992 | $3,092-35.6% | $2,421-17.7% | $4,661-57.3% |
| Participant deferral / active EE | $10,630 | $4,914+116.3% | $4,413+140.9% | $6,689+58.9% |
| Admin fee / account holder | $5,454 | $10,246-46.8% | $8,282-34.2% | $13,398-59.3% |