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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 | $271,088 | $100,895+168.7% | $90,430+199.8% | $158,950+70.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 9.29% | 1725.54%-1716.3pp | 1293.73%-1284.4pp | 302.91%-293.6pp |
| Employer contribution / active EE | $2,640 | $3,689-28.4% | $3,262-19.1% | $4,762-44.6% |
| Participant deferral / active EE | $13,000 | $4,347+199.0% | $3,963+228.1% | $5,983+117.3% |
| Admin fee / account holder | $1,422 | $6,505-78.1% | $5,613-74.7% | $11,248-87.4% |