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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 | $305,350 | $117,829+159.1% | $102,423+198.1% | $145,877+109.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.31% | 31.83%-12.5pp | 29.42%-10.1pp | 551.28%-532.0pp |
| Employer contribution / active EE | $6,900 | $3,615+90.9% | $3,023+128.3% | $4,663+48.0% |
| Participant deferral / active EE | $31,350 | $5,732+446.9% | $5,054+520.3% | $6,691+368.6% |
| Admin fee / account holder | $32,250 | $13,335+141.8% | $9,455+241.1% | $13,402+140.6% |