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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 | $290,098 | $154,193+88.1% | $130,045+123.1% | $139,466+108.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 15.24% | 32.51%-17.3pp | -137.30%+152.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,797 | $5,292-66.0% | $4,321-58.4% | $4,754-62.2% |
| Participant deferral / active EE | $4,726 | $6,709-29.6% | $5,820-18.8% | $6,712-29.6% |
| Admin fee / account holder | $14,602 | $13,989+4.4% | $10,600+37.8% | $11,409+28.0% |