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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 | $225,673+33.2% | $203,872+47.5% | $155,188+93.7% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 13.51% | 95.91%-82.4pp | 85.11%-71.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,526 | $4,099-62.8% | $3,757-59.4% | $4,248-64.1% |
| Participant deferral / active EE | $3,431 | $6,893-50.2% | $6,388-46.3% | $6,531-47.5% |
| Admin fee / account holder | $67,153 | $12,327+444.8% | $11,730+472.5% | $14,480+363.8% |