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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 | $331,506 | $102,595+223.1% | $94,057+252.5% | $154,746+114.2% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 11.99% | 583.42%-571.4pp | 480.62%-468.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,747 | $3,147-12.7% | $2,933-6.4% | $4,379-37.3% |
| Participant deferral / active EE | $8,970 | $5,118+75.3% | $4,709+90.5% | $6,730+33.3% |
| Admin fee / account holder | $3,847 | $7,736-50.3% | $7,244-46.9% | $14,365-73.2% |