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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 | $391,060 | $159,934+144.5% | $147,005+166.0% | $145,959+167.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.50% | 98.24%-83.7pp | 418.76%-404.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,731 | $5,287-29.4% | $4,934-24.4% | $4,661-20.0% |
| Participant deferral / active EE | $11,092 | $8,427+31.6% | $8,070+37.5% | $6,689+65.8% |
| Admin fee / account holder | $9,529 | $15,053-36.7% | $13,006-26.7% | $13,398-28.9% |