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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 | $292,480 | $159,978+82.8% | $147,041+98.9% | $145,978+100.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.30% | 98.36%-88.1pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $2,373 | $5,288-55.1% | $4,935-51.9% | $4,662-49.1% |
| Participant deferral / active EE | $6,667 | $8,429-20.9% | $8,071-17.4% | $6,690-0.3% |
| Admin fee / account holder | $9,033 | $15,053-40.0% | $13,006-30.6% | $13,400-32.6% |