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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 | $111,814+270.0% | $103,378+300.2% | $145,978+183.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.24% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,777 | $4,215-34.1% | $3,870-28.3% | $4,662-40.4% |
| Participant deferral / active EE | $14,000 | $5,618+149.2% | $5,058+176.8% | $6,690+109.3% |
| Admin fee / account holder | $3,867 | $9,764-60.4% | $8,401-54.0% | $13,400-71.1% |