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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 | $370,519 | $148,558+149.4% | $135,925+172.6% | $139,427+165.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.61% | 79.22%-60.6pp | 68.25%-49.6pp | 373.27%-354.7pp |
| Employer contribution / active EE | $2,900 | $5,244-44.7% | $4,857-40.3% | $4,752-39.0% |
| Participant deferral / active EE | $6,083 | $8,101-24.9% | $7,759-21.6% | $6,711-9.4% |
| Admin fee / account holder | $804 | $12,401-93.5% | $10,764-92.5% | $11,404-92.9% |