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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 | $272,490 | $183,539+48.5% | $155,556+75.2% | $145,897+86.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.42% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,323 | $5,315-56.3% | $4,675-50.3% | $4,663-50.2% |
| Participant deferral / active EE | $14,323 | $6,467+121.5% | $5,631+154.4% | $6,689+114.1% |
| Admin fee / account holder | $12,847 | $19,275-33.4% | $15,885-19.1% | $13,390-4.1% |