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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 | $358,962 | $208,088+72.5% | $186,193+92.8% | $154,746+132.0% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 13.46% | 89.97%-76.5pp | 78.03%-64.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $612 | $4,340-85.9% | $3,918-84.4% | $4,379-86.0% |
| Participant deferral / active EE | $7,070 | $7,078-0.1% | $6,513+8.6% | $6,730+5.0% |
| Admin fee / account holder | $5,580 | $11,698-52.3% | $11,058-49.5% | $14,365-61.2% |