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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 | $361,635 | $160,070+125.9% | $147,117+145.8% | $145,897+147.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.88% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,828 | $5,285-27.6% | $4,932-22.4% | $4,663-17.9% |
| Participant deferral / active EE | $6,297 | $8,419-25.2% | $8,065-21.9% | $6,689-5.9% |
| Admin fee / account holder | $1,022 | $15,035-93.2% | $12,993-92.1% | $13,390-92.4% |