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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 | $305,176 | $125,190+143.8% | $105,624+188.9% | $145,897+109.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 16.52% | 225.22%-208.7pp | 116.20%-99.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,086 | $3,720-70.8% | $3,168-65.7% | $4,663-76.7% |
| Participant deferral / active EE | $4,992 | $5,716-12.7% | $5,013-0.4% | $6,689-25.4% |
| Admin fee / account holder | $9,755 | $17,138-43.1% | $10,961-11.0% | $13,390-27.2% |