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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 | $373,891 | $183,592+103.7% | $155,574+140.3% | $145,877+156.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.01% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,933 | $5,317-63.6% | $4,676-58.7% | $4,663-58.5% |
| Participant deferral / active EE | $7,099 | $6,466+9.8% | $5,629+26.1% | $6,691+6.1% |
| Admin fee / account holder | $1,220 | $19,316-93.7% | $15,914-92.3% | $13,402-90.9% |