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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 | $380,382 | $157,296+141.8% | $141,191+169.4% | $152,897+148.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.45% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,711 | $5,262-67.5% | $4,736-63.9% | $4,764-64.1% |
| Participant deferral / active EE | $14,667 | $7,111+106.3% | $6,710+118.6% | $5,851+150.7% |
| Admin fee / account holder | $10,576 | $12,125-12.8% | $10,264+3.0% | $11,599-8.8% |