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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 | $327,729 | $106,236+208.5% | $96,496+239.6% | $139,427+135.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.42% | 38.43%-19.0pp | 35.70%-16.3pp | 373.27%-353.8pp |
| Employer contribution / active EE | $1,667 | $4,104-59.4% | $3,738-55.4% | $4,752-64.9% |
| Participant deferral / active EE | $10,554 | $5,455+93.5% | $4,879+116.3% | $6,711+57.3% |
| Admin fee / account holder | $2,076 | $7,879-73.6% | $6,731-69.1% | $11,404-81.8% |