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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 | $316,338 | $180,749+75.0% | $160,784+96.7% | $137,256+130.5% |
| Participation rate | 64.3% | 80.0%-15.7pp | 77.0%-12.7pp | 80.0%-15.7pp |
| Annual return | 24.88% | 2234.46%-2209.6pp | 1803.92%-1779.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $4,067 | $4,155-2.1% | $3,733+9.0% | $4,156-2.1% |
| Participant deferral / active EE | $8,874 | $6,844+29.7% | $6,293+41.0% | $6,407+38.5% |
| Admin fee / account holder | $913 | $10,397-91.2% | $9,717-90.6% | $12,270-92.6% |