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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 | $413,671 | $110,410+274.7% | $102,437+303.8% | $145,897+183.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.24% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,777 | $4,217-34.2% | $3,871-28.3% | $4,663-40.5% |
| Participant deferral / active EE | $14,000 | $5,622+149.0% | $5,060+176.7% | $6,689+109.3% |
| Admin fee / account holder | $3,867 | $9,745-60.3% | $8,388-53.9% | $13,390-71.1% |