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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 | $295,964 | $90,691+226.3% | $76,119+288.8% | $145,884+102.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 19.00% | 624.52%-605.5pp | 361.25%-342.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $3,057 | $3,329-8.2% | $2,693+13.5% | $4,662-34.4% |
| Participant deferral / active EE | $6,135 | $5,167+18.7% | $4,259+44.0% | $6,690-8.3% |
| Admin fee / account holder | $6,020 | $8,383-28.2% | $6,421-6.3% | $13,392-55.0% |