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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 | $432,660 | $162,821+165.7% | $133,978+222.9% | $158,982+172.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 9.25% | 41.95%-32.7pp | 45.10%-35.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,600 | $4,976-67.8% | $3,919-59.2% | $4,763-66.4% |
| Participant deferral / active EE | $16,333 | $5,910+176.3% | $5,047+223.6% | $5,983+173.0% |
| Admin fee / account holder | $1,742 | $11,742-85.2% | $8,930-80.5% | $11,252-84.5% |