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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 | $337,040 | $110,410+205.3% | $102,437+229.0% | $145,897+131.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.02% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $6,535 | $4,217+55.0% | $3,871+68.8% | $4,663+40.2% |
| Participant deferral / active EE | $17,833 | $5,622+217.2% | $5,060+252.4% | $6,689+166.6% |
| Admin fee / account holder | $3,338 | $9,745-65.8% | $8,388-60.2% | $13,390-75.1% |