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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 | $347,847 | $160,040+117.4% | $147,096+136.5% | $145,877+138.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.03% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $17,143 | $5,289+224.1% | $4,936+247.3% | $4,663+267.6% |
| Participant deferral / active EE | $11,295 | $8,429+34.0% | $8,071+39.9% | $6,691+68.8% |
| Admin fee / account holder | $4,321 | $15,050-71.3% | $13,005-66.8% | $13,402-67.8% |