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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 | $293,531 | $227,399+29.1% | $189,758+54.7% | $198,609+47.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 79.8%-10.6pp | 82.4%-13.1pp |
| Annual return | 45.06% | 61.03%-16.0pp | 52.62%-7.6pp | 202.70%-157.6pp |
| Employer contribution / active EE | $14,962 | $5,526+170.7% | $4,767+213.9% | $5,055+196.0% |
| Participant deferral / active EE | $8,855 | $6,837+29.5% | $5,856+51.2% | $6,977+26.9% |
| Admin fee / account holder | $367 | $25,162-98.5% | $20,388-98.2% | $19,030-98.1% |