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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 | $369,011 | $78,690+368.9% | $161,489+128.5% | $87,485+321.8% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 17.97% | 32.74%-14.8pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,345 | $2,588-9.4% | $4,268-45.1% | $2,596-9.7% |
| Participant deferral / active EE | $4,355 | $3,311+31.5% | $5,630-22.7% | $4,274+1.9% |
| Admin fee / account holder | $2,205 | $6,724-67.2% | $16,006-86.2% | $7,775-71.6% |