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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 | $398,013 | $201,370+97.7% | $184,256+116.0% | $145,897+172.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.00% | 29.05%-17.0pp | 28.85%-16.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,065 | $7,024-56.4% | $6,427-52.3% | $4,663-34.3% |
| Participant deferral / active EE | $9,134 | $9,808-6.9% | $9,1330% | $6,689+36.6% |
| Admin fee / account holder | $876 | $16,364-94.6% | $13,899-93.7% | $13,390-93.5% |