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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 | $284,917 | $117,895+141.7% | $102,460+178.1% | $145,897+95.3% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 26.67% | 31.92%-5.3pp | 29.47%-2.8pp | 552.29%-525.6pp |
| Employer contribution / active EE | $4,432 | $3,619+22.5% | $3,025+46.5% | $4,663-4.9% |
| Participant deferral / active EE | $6,516 | $5,736+13.6% | $5,056+28.9% | $6,689-2.6% |
| Admin fee / account holder | $370 | $13,353-97.2% | $9,460-96.1% | $13,390-97.2% |