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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 | $160,040+104.9% | $147,096+122.9% | $145,877+124.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.75% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $5,083 | $5,289-3.9% | $4,936+3.0% | $4,663+9.0% |
| Participant deferral / active EE | $12,896 | $8,429+53.0% | $8,071+59.8% | $6,691+92.7% |
| Admin fee / account holder | $1,424 | $15,050-90.5% | $13,005-89.1% | $13,402-89.4% |