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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 | $339,800 | $160,028+112.3% | $147,080+131.0% | $145,884+132.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.33% | 98.60%-86.3pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,918 | $5,286-63.7% | $4,933-61.1% | $4,662-58.9% |
| Participant deferral / active EE | $6,112 | $8,422-27.4% | $8,066-24.2% | $6,690-8.6% |
| Admin fee / account holder | $87,122 | $15,030+479.7% | $12,989+570.7% | $13,392+550.6% |