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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 | $285,179 | $156,398+82.3% | $147,318+93.6% | $138,895+105.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.02% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,600 | $4,853-46.4% | $4,593-43.4% | $4,194-38.0% |
| Participant deferral / active EE | $12,000 | $8,237+45.7% | $7,906+51.8% | $6,396+87.6% |
| Admin fee / account holder | $650,110 | $14,976+4241.1% | $13,708+4642.7% | $12,562+5075.1% |