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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 | $348,076 | $176,105+97.7% | $159,474+118.3% | $167,536+107.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 22.48% | 331.91%-309.4pp | 263.68%-241.2pp | 478.82%-456.3pp |
| Employer contribution / active EE | $2,013 | $5,299-62.0% | $4,831-58.3% | $4,839-58.4% |
| Participant deferral / active EE | $6,877 | $7,751-11.3% | $7,353-6.5% | $6,342+8.4% |
| Admin fee / account holder | $1,780 | $12,559-85.8% | $10,802-83.5% | $12,315-85.5% |