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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 | $477,366 | $157,276+203.5% | $141,177+238.1% | $152,885+212.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.76% | 64.33%-43.6pp | 71.40%-50.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $2,021 | $5,262-61.6% | $4,736-57.3% | $4,763-57.6% |
| Participant deferral / active EE | $8,667 | $7,110+21.9% | $6,710+29.2% | $5,851+48.1% |
| Admin fee / account holder | $99,050 | $12,123+717.1% | $10,263+865.1% | $11,598+754.0% |