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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 | $183,539+91.7% | $155,556+126.2% | $145,897+141.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 18.73% | 61.31%-42.6pp | 64.84%-46.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,979 | $5,315-44.0% | $4,675-36.3% | $4,663-36.1% |
| Participant deferral / active EE | $6,878 | $6,467+6.4% | $5,631+22.1% | $6,689+2.8% |
| Admin fee / account holder | $8,016 | $19,275-58.4% | $15,885-49.5% | $13,390-40.1% |