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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 | $90,489+227.1% | $76,051+289.2% | $145,978+102.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 19.00% | 622.78%-603.8pp | 360.42%-341.4pp | 550.52%-531.5pp |
| Employer contribution / active EE | $3,057 | $3,319-7.9% | $2,690+13.6% | $4,662-34.4% |
| Participant deferral / active EE | $6,135 | $5,164+18.8% | $4,257+44.1% | $6,690-8.3% |
| Admin fee / account holder | $6,020 | $8,374-28.1% | $6,416-6.2% | $13,400-55.1% |