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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 | $289,150 | $102,595+181.8% | $94,057+207.4% | $154,746+86.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 18.73% | 583.42%-564.7pp | 480.62%-461.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,906 | $3,147+55.9% | $2,933+67.3% | $4,379+12.0% |
| Participant deferral / active EE | $15,833 | $5,118+209.4% | $4,709+236.2% | $6,730+135.3% |
| Admin fee / account holder | $827 | $7,736-89.3% | $7,244-88.6% | $14,365-94.2% |