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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 | $385,311 | $209,422+84.0% | $178,503+115.9% | $158,982+142.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.85% | 188.81%-169.0pp | 151.12%-131.3pp | 302.99%-283.1pp |
| Employer contribution / active EE | $4,055 | $5,707-28.9% | $5,011-19.1% | $4,763-14.9% |
| Participant deferral / active EE | $9,533 | $5,955+60.1% | $5,202+83.3% | $5,983+59.3% |
| Admin fee / account holder | $2,849 | $17,079-83.3% | $13,987-79.6% | $11,252-74.7% |