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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 | $336,425 | $165,399+103.4% | $149,745+124.7% | $158,982+111.6% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 15.50% | 348.34%-332.8pp | 276.72%-261.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $7,224 | $5,105+41.5% | $4,646+55.5% | $4,763+51.7% |
| Participant deferral / active EE | $8,488 | $7,183+18.2% | $6,843+24.0% | $5,983+41.9% |
| Admin fee / account holder | $700 | $10,811-93.5% | $9,312-92.5% | $11,252-93.8% |