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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 | $293,976 | $89,370+228.9% | $141,197+108.2% | $72,976+302.8% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 21.26% | 111.88%-90.6pp | 71.41%-50.1pp | 81.02%-59.8pp |
| Employer contribution / active EE | $3,649 | $3,115+17.1% | $4,736-23.0% | $2,440+49.5% |
| Participant deferral / active EE | $7,406 | $5,419+36.7% | $6,710+10.4% | $3,608+105.3% |
| Admin fee / account holder | $1,632 | $5,957-72.6% | $10,265-84.1% | $5,124-68.1% |