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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 | $334,555 | $135,956+146.1% | $123,894+170.0% | $273,972+22.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $16,433 | $5,170+217.9% | $4,617+255.9% | $4,869+237.5% |
| Participant deferral / active EE | $7,200 | $6,343+13.5% | $5,984+20.3% | $5,287+36.2% |
| Admin fee / account holder | $3,150 | $9,817-67.9% | $8,357-62.3% | $10,133-68.9% |