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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 | $261,993 | $148,623+76.3% | $135,974+92.7% | $139,466+87.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.97% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $12,813 | $5,246+144.2% | $4,859+163.7% | $4,754+169.5% |
| Participant deferral / active EE | $12,000 | $8,103+48.1% | $7,760+54.6% | $6,712+78.8% |
| Admin fee / account holder | $3,168 | $12,406-74.5% | $10,767-70.6% | $11,409-72.2% |