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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 | $302,057 | $109,908+174.8% | $97,161+210.9% | $145,978+106.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 11.32% | 243.80%-232.5pp | 75.36%-64.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,074 | $3,077-32.6% | $2,723-23.8% | $4,662-55.5% |
| Participant deferral / active EE | $8,260 | $4,679+76.5% | $4,265+93.7% | $6,690+23.5% |
| Admin fee / account holder | $8,419 | $6,213+35.5% | $5,647+49.1% | $13,400-37.2% |