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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 | $92,798+261.9% | $96,707+247.3% | $137,256+144.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 80.4%-20.4pp | 80.0%-20.0pp |
| Annual return | 75.59% | 31.24%+44.3pp | 34.78%+40.8pp | 220.34%-144.8pp |
| Employer contribution / active EE | $4,406 | $4,147+6.2% | $4,191+5.1% | $4,156+6.0% |
| Participant deferral / active EE | $10,473 | $5,877+78.2% | $5,997+74.7% | $6,407+63.5% |
| Admin fee / account holder | $681 | $7,946-91.4% | $7,503-90.9% | $12,270-94.5% |