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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 | $99,995+153.6% | $85,063+198.1% | $145,978+73.7% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 12.73% | 83.99%-71.3pp | 66.54%-53.8pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,061 | $3,231-36.2% | $2,727-24.4% | $4,662-55.8% |
| Participant deferral / active EE | $4,704 | $5,295-11.2% | $4,523+4.0% | $6,690-29.7% |
| Admin fee / account holder | $910 | $7,255-87.5% | $6,155-85.2% | $13,400-93.2% |