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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 | $428,941 | $111,535+284.6% | $105,223+307.6% | $137,256+212.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.97% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,533 | $3,939-10.3% | $3,689-4.2% | $4,156-15.0% |
| Participant deferral / active EE | $13,000 | $5,500+136.4% | $5,072+156.3% | $6,407+102.9% |
| Admin fee / account holder | $2,715 | $9,721-72.1% | $8,859-69.4% | $12,270-77.9% |