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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 | $422,569 | $201,259+110.0% | $184,200+129.4% | $145,959+189.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.99% | 28.98%-18.0pp | 28.80%-17.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $4,799 | $7,018-31.6% | $6,424-25.3% | $4,661+3.0% |
| Participant deferral / active EE | $15,333 | $9,806+56.4% | $9,132+67.9% | $6,689+129.2% |
| Admin fee / account holder | $2,045 | $16,372-87.5% | $13,907-85.3% | $13,398-84.7% |