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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 | $482,247 | $106,267+353.8% | $96,520+399.6% | $139,456+245.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.04% | 38.45%-25.4pp | 35.72%-22.7pp | 373.45%-360.4pp |
| Employer contribution / active EE | $2,215 | $4,105-46.1% | $3,739-40.8% | $4,753-53.4% |
| Participant deferral / active EE | $10,413 | $5,454+90.9% | $4,879+113.4% | $6,711+55.2% |
| Admin fee / account holder | $7,668 | $7,882-2.7% | $6,733+13.9% | $11,407-32.8% |