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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 | $379,953 | $111,878+239.6% | $93,727+305.4% | $145,897+160.4% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.3pp | 80.3%-43.9pp |
| Annual return | 14.18% | 204.28%-190.1pp | 133.83%-119.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,585 | $3,092-48.7% | $2,421-34.5% | $4,663-66.0% |
| Participant deferral / active EE | $9,193 | $4,920+86.8% | $4,417+108.1% | $6,689+37.4% |
| Admin fee / account holder | $6,292 | $10,256-38.7% | $8,292-24.1% | $13,390-53.0% |