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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 | $306,748 | $175,257+75.0% | $149,717+104.9% | $139,456+120.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.31% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $3,666 | $5,477-33.1% | $4,820-23.9% | $4,753-22.9% |
| Participant deferral / active EE | $16,639 | $6,521+155.2% | $5,682+192.8% | $6,711+147.9% |
| Admin fee / account holder | $2,277 | $16,156-85.9% | $13,213-82.8% | $11,407-80.0% |