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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 | $262,306 | $183,539+42.9% | $155,556+68.6% | $145,897+79.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.13% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,280 | $5,315-38.3% | $4,675-29.8% | $4,663-29.6% |
| Participant deferral / active EE | $11,394 | $6,467+76.2% | $5,631+102.4% | $6,689+70.3% |
| Admin fee / account holder | $9,080 | $19,275-52.9% | $15,885-42.8% | $13,390-32.2% |