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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 | $117,829+179.1% | $102,423+221.1% | $145,877+125.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.85% | 31.83%-18.0pp | 29.42%-15.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,338 | $3,615-35.3% | $3,023-22.7% | $4,663-49.9% |
| Participant deferral / active EE | $8,598 | $5,732+50.0% | $5,054+70.1% | $6,691+28.5% |
| Admin fee / account holder | $1,006 | $13,335-92.5% | $9,455-89.4% | $13,402-92.5% |