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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 | $337,269 | $183,539+83.8% | $155,556+116.8% | $145,897+131.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.91% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,567 | $5,315-51.7% | $4,675-45.1% | $4,663-45.0% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $3,419 | $19,275-82.3% | $15,885-78.5% | $13,390-74.5% |