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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 | $266,219 | $117,846+125.9% | $102,434+159.9% | $145,884+82.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 19.90% | 31.90%-12.0pp | 29.46%-9.6pp | 551.85%-531.9pp |
| Employer contribution / active EE | $20,755 | $3,615+474.2% | $3,023+586.5% | $4,662+345.2% |
| Participant deferral / active EE | $20,333 | $5,733+254.6% | $5,055+302.2% | $6,690+204.0% |
| Admin fee / account holder | $5,953 | $13,356-55.4% | $9,462-37.1% | $13,392-55.6% |