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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 | $276,442 | $108,911+153.8% | $100,392+175.4% | $145,884+89.5% |
| Participation rate | 68.4% | 83.0%-14.5pp | 81.5%-13.1pp | 80.3%-11.9pp |
| Annual return | 13.24% | 58.23%-45.0pp | 49.45%-36.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,015 | $4,420-54.4% | $3,941-48.9% | $4,662-56.8% |
| Participant deferral / active EE | $5,959 | $8,459-29.6% | $8,090-26.3% | $6,690-10.9% |
| Admin fee / account holder | $2,166 | $9,698-77.7% | $7,904-72.6% | $13,392-83.8% |