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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 | $300,613 | $208,088+44.5% | $186,193+61.5% | $154,746+94.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 13.51% | 89.97%-76.5pp | 78.03%-64.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,526 | $4,340-64.8% | $3,918-61.0% | $4,379-65.1% |
| Participant deferral / active EE | $3,431 | $7,078-51.5% | $6,513-47.3% | $6,730-49.0% |
| Admin fee / account holder | $67,153 | $11,698+474.0% | $11,058+507.3% | $14,365+367.5% |