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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 | $314,352 | $166,242+89.1% | $165,071+90.4% | $145,884+115.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 9.37% | 100.44%-91.1pp | 70.17%-60.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,385 | $5,283-54.8% | $4,347-45.1% | $4,662-48.8% |
| Participant deferral / active EE | $6,829 | $6,964-1.9% | $6,035+13.1% | $6,690+2.1% |
| Admin fee / account holder | $876 | $16,658-94.7% | $12,695-93.1% | $13,392-93.5% |