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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 | $686,808 | $124,351+452.3% | $109,188+529.0% | $167,553+309.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.46% | 26.04%-11.6pp | 25.76%-11.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,484 | $4,210-64.7% | $3,723-60.1% | $4,840-69.3% |
| Participant deferral / active EE | $9,115 | $5,257+73.4% | $4,654+95.8% | $6,343+43.7% |
| Admin fee / account holder | $6,342 | $7,975-20.5% | $6,755-6.1% | $12,316-48.5% |