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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 | $441,413 | $227,399+94.1% | $189,758+132.6% | $198,609+122.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 16.63% | 61.03%-44.4pp | 52.62%-36.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $12,713 | $5,526+130.0% | $4,767+166.7% | $5,055+151.5% |
| Participant deferral / active EE | $10,333 | $6,837+51.1% | $5,856+76.5% | $6,977+48.1% |
| Admin fee / account holder | $4,480 | $25,162-82.2% | $20,388-78.0% | $19,030-76.5% |