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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 | $380,797 | $225,673+68.7% | $203,872+86.8% | $155,188+145.4% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 8.77% | 95.91%-87.1pp | 85.11%-76.3pp | 148.84%-140.1pp |
| Employer contribution / active EE | $2,543 | $4,099-37.9% | $3,757-32.3% | $4,248-40.1% |
| Participant deferral / active EE | $7,361 | $6,893+6.8% | $6,388+15.2% | $6,531+12.7% |
| Admin fee / account holder | $6,910 | $12,327-43.9% | $11,730-41.1% | $14,480-52.3% |