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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 | $253,391 | $49,891+407.9% | $80,607+214.4% | $75,181+237.0% |
| Participation rate | 60.9% | 55.3%+5.6pp | 67.0%-6.1pp | 67.2%-6.3pp |
| Annual return | 22.18% | 34.67%-12.5pp | 936.11%-913.9pp | 160.69%-138.5pp |
| Employer contribution / active EE | $2,332 | $1,698+37.3% | $2,724-14.4% | $2,671-12.7% |
| Participant deferral / active EE | $7,915 | $2,991+164.6% | $4,448+78.0% | $4,126+91.8% |
| Admin fee / account holder | $7,647 | $3,578+113.8% | $5,379+42.2% | $5,650+35.3% |