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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 | $108,897+153.9% | $100,378+175.4% | $145,877+89.5% |
| Participation rate | 68.4% | 83.0%-14.5pp | 81.5%-13.1pp | 80.3%-11.9pp |
| Annual return | 13.24% | 58.17%-44.9pp | 49.41%-36.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,015 | $4,420-54.4% | $3,942-48.9% | $4,663-56.8% |
| Participant deferral / active EE | $5,959 | $8,455-29.5% | $8,087-26.3% | $6,691-10.9% |
| Admin fee / account holder | $2,166 | $9,690-77.6% | $7,899-72.6% | $13,402-83.8% |