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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 | $342,006 | $156,398+118.7% | $147,318+132.2% | $138,895+146.2% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 19.16% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,790 | $4,853-42.5% | $4,593-39.3% | $4,194-33.5% |
| Participant deferral / active EE | $5,958 | $8,237-27.7% | $7,906-24.6% | $6,396-6.8% |
| Admin fee / account holder | $321 | $14,976-97.9% | $13,708-97.7% | $12,562-97.4% |