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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 | $351,896 | $183,592+91.7% | $155,574+126.2% | $145,877+141.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.73% | 61.37%-42.6pp | 64.87%-46.1pp | 551.28%-532.6pp |
| Employer contribution / active EE | $2,979 | $5,317-44.0% | $4,676-36.3% | $4,663-36.1% |
| Participant deferral / active EE | $6,878 | $6,466+6.4% | $5,629+22.2% | $6,691+2.8% |
| Admin fee / account holder | $8,016 | $19,316-58.5% | $15,914-49.6% | $13,402-40.2% |