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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 | $454,189 | $183,539+147.5% | $155,556+192.0% | $145,897+211.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.23% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,749 | $5,315-67.1% | $4,675-62.6% | $4,663-62.5% |
| Participant deferral / active EE | $5,713 | $6,467-11.7% | $5,631+1.5% | $6,689-14.6% |
| Admin fee / account holder | $1,009 | $19,275-94.8% | $15,885-93.6% | $13,390-92.5% |