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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 | $338,832 | $159,978+111.8% | $147,041+130.4% | $145,978+132.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.19% | 98.36%-87.2pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,299 | $5,288-75.4% | $4,935-73.7% | $4,662-72.1% |
| Participant deferral / active EE | $4,256 | $8,429-49.5% | $8,071-47.3% | $6,690-36.4% |
| Admin fee / account holder | $19,260 | $15,053+27.9% | $13,006+48.1% | $13,400+43.7% |