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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 | $345,125 | $175,257+96.9% | $149,717+130.5% | $139,456+147.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 32.08% | 166.70%-134.6pp | 134.41%-102.3pp | 373.45%-341.4pp |
| Employer contribution / active EE | $2,380 | $5,477-56.5% | $4,820-50.6% | $4,753-49.9% |
| Participant deferral / active EE | $4,667 | $6,521-28.4% | $5,682-17.9% | $6,711-30.5% |
| Admin fee / account holder | $1,770 | $16,156-89.0% | $13,213-86.6% | $11,407-84.5% |