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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 | $300,222 | $165,399+81.5% | $149,745+100.5% | $158,982+88.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 8.81% | 348.34%-339.5pp | 276.72%-267.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,092 | $5,105-78.6% | $4,646-76.5% | $4,763-77.1% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $5,059 | $10,811-53.2% | $9,312-45.7% | $11,252-55.0% |