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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 | $253,580 | $100,203+153.1% | $85,240+197.5% | $145,897+73.8% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 12.73% | 84.28%-71.6pp | 66.75%-54.0pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,061 | $3,242-36.4% | $2,735-24.6% | $4,663-55.8% |
| Participant deferral / active EE | $4,704 | $5,299-11.2% | $4,527+3.9% | $6,689-29.7% |
| Admin fee / account holder | $910 | $7,265-87.5% | $6,165-85.2% | $13,390-93.2% |