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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 | $315,534 | $99,995+215.6% | $85,063+270.9% | $145,978+116.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 16.06% | 83.99%-67.9pp | 66.54%-50.5pp | 550.52%-534.5pp |
| Employer contribution / active EE | $4,207 | $3,231+30.2% | $2,727+54.3% | $4,662-9.8% |
| Participant deferral / active EE | $7,308 | $5,295+38.0% | $4,523+61.6% | $6,690+9.2% |
| Admin fee / account holder | $1,539 | $7,255-78.8% | $6,155-75.0% | $13,400-88.5% |