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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 | $328,905 | $117,895+179.0% | $102,460+221.0% | $145,897+125.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.85% | 31.92%-18.1pp | 29.47%-15.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,338 | $3,619-35.4% | $3,025-22.7% | $4,663-49.9% |
| Participant deferral / active EE | $8,598 | $5,736+49.9% | $5,056+70.1% | $6,689+28.5% |
| Admin fee / account holder | $1,006 | $13,353-92.5% | $9,460-89.4% | $13,390-92.5% |