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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 | $392,980 | $67,823+479.4% | $52,425+649.6% | $137,256+186.3% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 25.27% | 219.11%-193.8pp | 302.12%-276.8pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,955 | $1,163+154.1% | $914+223.3% | $4,156-28.9% |
| Participant deferral / active EE | $15,323 | $2,288+569.7% | $1,790+755.8% | $6,407+139.2% |
| Admin fee / account holder | $450 | $2,844-84.2% | $2,495-82.0% | $12,270-96.3% |