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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 | $343,915 | $111,878+207.4% | $93,727+266.9% | $145,897+135.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 11.79% | 204.28%-192.5pp | 133.83%-122.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,556 | $3,092-49.7% | $2,421-35.7% | $4,663-66.6% |
| Participant deferral / active EE | $2,982 | $4,920-39.4% | $4,417-32.5% | $6,689-55.4% |
| Admin fee / account holder | $18,807 | $10,256+83.4% | $8,292+126.8% | $13,390+40.5% |