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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 | $395,505 | $208,088+90.1% | $186,193+112.4% | $154,746+155.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 17.94% | 89.97%-72.0pp | 78.03%-60.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,667 | $4,340-38.6% | $3,918-31.9% | $4,379-39.1% |
| Participant deferral / active EE | $8,800 | $7,078+24.3% | $6,513+35.1% | $6,730+30.8% |
| Admin fee / account holder | $368 | $11,698-96.9% | $11,058-96.7% | $14,365-97.4% |