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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 | $415,048 | $183,592+126.1% | $155,574+166.8% | $145,877+184.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 22.13% | 61.37%-39.2pp | 64.87%-42.7pp | 551.28%-529.2pp |
| Employer contribution / active EE | $2,435 | $5,317-54.2% | $4,676-47.9% | $4,663-47.8% |
| Participant deferral / active EE | $7,377 | $6,466+14.1% | $5,629+31.1% | $6,691+10.3% |
| Admin fee / account holder | $1,126 | $19,316-94.2% | $15,914-92.9% | $13,402-91.6% |