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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 | $160,070+104.8% | $147,117+122.8% | $145,897+124.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.75% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $5,083 | $5,285-3.8% | $4,932+3.1% | $4,663+9.0% |
| Participant deferral / active EE | $12,896 | $8,419+53.2% | $8,065+59.9% | $6,689+92.8% |
| Admin fee / account holder | $1,424 | $15,035-90.5% | $12,993-89.0% | $13,390-89.4% |