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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 | $365,432 | $160,028+128.4% | $147,080+148.5% | $145,884+150.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.39% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,785 | $5,286-66.2% | $4,933-63.8% | $4,662-61.7% |
| Participant deferral / active EE | $4,564 | $8,422-45.8% | $8,066-43.4% | $6,690-31.8% |
| Admin fee / account holder | $1,779 | $15,030-88.2% | $12,989-86.3% | $13,392-86.7% |