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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 | $437,750 | $175,257+149.8% | $149,717+192.4% | $139,456+213.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.00% | 166.70%-154.7pp | 134.41%-122.4pp | 373.45%-361.4pp |
| Employer contribution / active EE | $2,217 | $5,477-59.5% | $4,820-54.0% | $4,753-53.3% |
| Participant deferral / active EE | $10,926 | $6,521+67.5% | $5,682+92.3% | $6,711+62.8% |
| Admin fee / account holder | $12,603 | $16,156-22.0% | $13,213-4.6% | $11,407+10.5% |