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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 | $306,660 | $106,923+186.8% | $84,023+265.0% | $152,909+100.6% |
| Participation rate | 60.0% | 75.3%-15.3pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 21.63% | 105.02%-83.4pp | 71.32%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,030 | $2,735-62.3% | $1,984-48.1% | $4,764-78.4% |
| Participant deferral / active EE | $8,040 | $4,013+100.4% | $3,239+148.2% | $5,851+37.4% |
| Admin fee / account holder | $2,285 | $8,289-72.4% | $6,102-62.6% | $11,601-80.3% |