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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 | $369,254 | $152,592+142.0% | $125,180+195.0% | $152,885+141.5% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 22.51% | 54.84%-32.3pp | 43.79%-21.3pp | 345.39%-322.9pp |
| Employer contribution / active EE | $2,621 | $4,947-47.0% | $3,866-32.2% | $4,763-45.0% |
| Participant deferral / active EE | $10,022 | $5,868+70.8% | $4,937+103.0% | $5,851+71.3% |
| Admin fee / account holder | $27,651 | $13,435+105.8% | $9,703+185.0% | $11,598+138.4% |