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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 | $302,407 | $157,296+92.3% | $141,191+114.2% | $152,897+97.8% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 18.56% | 64.34%-45.8pp | 71.41%-52.8pp | 345.43%-326.9pp |
| Employer contribution / active EE | $10,000 | $5,262+90.0% | $4,736+111.1% | $4,764+109.9% |
| Participant deferral / active EE | $3,333 | $7,111-53.1% | $6,710-50.3% | $5,851-43.0% |
| Admin fee / account holder | $4,428 | $12,125-63.5% | $10,264-56.9% | $11,599-61.8% |