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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 | $340,670 | $157,304+116.6% | $141,197+141.3% | $152,909+122.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 29.40% | 64.34%-34.9pp | 71.41%-42.0pp | 345.46%-316.1pp |
| Employer contribution / active EE | $3,028 | $5,263-42.5% | $4,736-36.1% | $4,764-36.4% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $302 | $12,126-97.5% | $10,265-97.1% | $11,601-97.4% |