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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 | $252,167 | $103,038+144.7% | $90,324+179.2% | $152,909+64.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 30.61% | 95.25%-64.6pp | 78.15%-47.5pp | 345.46%-314.9pp |
| Employer contribution / active EE | $1,312 | $3,141-58.2% | $2,856-54.1% | $4,764-72.5% |
| Participant deferral / active EE | $9,034 | $4,282+111.0% | $3,885+132.5% | $5,851+54.4% |
| Admin fee / account holder | $1,412 | $6,177-77.1% | $5,356-73.6% | $11,601-87.8% |