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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 | $299,538 | $104,924+185.5% | $84,623+254.0% | $152,885+95.9% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 15.96% | 373.82%-357.9pp | 258.77%-242.8pp | 345.39%-329.4pp |
| Employer contribution / active EE | $5,612 | $3,302+70.0% | $2,652+111.6% | $4,763+17.8% |
| Participant deferral / active EE | $4,750 | $4,689+1.3% | $3,899+21.8% | $5,851-18.8% |
| Admin fee / account holder | $1,240 | $6,242-80.1% | $4,913-74.8% | $11,598-89.3% |