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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 | $280,086 | $169,356+65.4% | $129,406+116.4% | $145,897+92.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 16.58% | 14418.62%-14402.0pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,299 | $5,542-58.5% | $4,155-44.7% | $4,663-50.7% |
| Participant deferral / active EE | $5,052 | $4,987+1.3% | $4,167+21.2% | $6,689-24.5% |
| Admin fee / account holder | $1,667 | $9,915-83.2% | $7,689-78.3% | $13,390-87.5% |