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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 | $304,477 | $75,962+300.8% | $154,111+97.6% | $64,173+374.5% |
| Participation rate | 68.8% | 70.4%-1.7pp | 83.0%-14.3pp | 69.6%-0.8pp |
| Annual return | 9.13% | 30.32%-21.2pp | 735.18%-726.1pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,373 | $3,350-29.2% | $5,298-55.2% | $2,381-0.3% |
| Participant deferral / active EE | $6,709 | $3,175+111.3% | $5,081+32.1% | $3,470+93.4% |
| Admin fee / account holder | $11,969 | $5,589+114.1% | $13,411-10.8% | $4,887+144.9% |