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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 | $338,649 | $85,060+298.1% | $70,548+380.0% | $139,456+142.8% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 76.32% | 30.38%+45.9pp | 32.78%+43.5pp | 373.45%-297.1pp |
| Employer contribution / active EE | $1,902 | $3,911-51.4% | $2,975-36.1% | $4,753-60.0% |
| Participant deferral / active EE | $5,809 | $5,890-1.4% | $4,567+27.2% | $6,711-13.5% |
| Admin fee / account holder | $1,781 | $8,925-80.0% | $6,424-72.3% | $11,407-84.4% |