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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 | $335,840 | $124,213+170.4% | $118,106+184.4% | $154,746+117.0% |
| Participation rate | 60.0% | 83.6%-23.6pp | 81.9%-21.9pp | 80.7%-20.7pp |
| Annual return | 75.59% | 18.29%+57.3pp | 19.44%+56.1pp | 172.34%-96.7pp |
| Employer contribution / active EE | $4,406 | $4,905-10.2% | $4,698-6.2% | $4,379+0.6% |
| Participant deferral / active EE | $10,473 | $6,859+52.7% | $6,619+58.2% | $6,730+55.6% |
| Admin fee / account holder | $681 | $9,627-92.9% | $8,973-92.4% | $14,365-95.3% |