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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 | $327,846 | $159,934+105.0% | $147,005+123.0% | $145,959+124.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.75% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $5,083 | $5,287-3.9% | $4,934+3.0% | $4,661+9.1% |
| Participant deferral / active EE | $12,896 | $8,427+53.0% | $8,070+59.8% | $6,689+92.8% |
| Admin fee / account holder | $1,424 | $15,053-90.5% | $13,006-89.1% | $13,398-89.4% |