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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 | $349,691 | $183,978+90.1% | $162,171+115.6% | $152,885+128.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 23.44% | 150.78%-127.3pp | 115.60%-92.2pp | 345.39%-321.9pp |
| Employer contribution / active EE | $3,917 | $6,370-38.5% | $5,613-30.2% | $4,763-17.8% |
| Participant deferral / active EE | $7,833 | $8,033-2.5% | $7,297+7.3% | $5,851+33.9% |
| Admin fee / account holder | $1,727 | $13,122-86.8% | $10,843-84.1% | $11,598-85.1% |