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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 | $351,963 | $162,136+117.1% | $152,301+131.1% | $154,746+127.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 12.89% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $3,808 | $4,890-22.1% | $4,624-17.7% | $4,379-13.0% |
| Participant deferral / active EE | $6,500 | $8,341-22.1% | $8,004-18.8% | $6,730-3.4% |
| Admin fee / account holder | $172,747 | $15,759+996.2% | $14,398+1099.8% | $14,365+1102.5% |