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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 | $419,458 | $99,652+320.9% | $78,778+432.5% | $147,585+184.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 23.50% | 47.28%-23.8pp | 35.62%-12.1pp | 578.58%-555.1pp |
| Employer contribution / active EE | $2,512 | $2,796-10.1% | $1,986+26.5% | $4,876-48.5% |
| Participant deferral / active EE | $9,694 | $3,664+164.6% | $2,958+227.7% | $5,439+78.2% |
| Admin fee / account holder | $377 | $7,155-94.7% | $5,134-92.7% | $10,886-96.5% |