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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 | $303,141 | $67,823+347.0% | $52,425+478.2% | $137,256+120.9% |
| Participation rate | 53.8% | 63.9%-10.1pp | 55.6%-1.8pp | 80.0%-26.1pp |
| Annual return | 19.31% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $9,323 | $1,163+701.6% | $914+919.7% | $4,156+124.3% |
| Participant deferral / active EE | $4,883 | $2,288+113.4% | $1,790+172.7% | $6,407-23.8% |
| Admin fee / account holder | $2,457 | $2,844-13.6% | $2,495-1.5% | $12,270-80.0% |