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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 | $438,214 | $129,737+237.8% | $119,126+267.9% | $154,746+183.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 10.91% | 379.08%-368.2pp | 282.11%-271.2pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,657 | $4,375-62.1% | $4,034-58.9% | $4,379-62.2% |
| Participant deferral / active EE | $15,495 | $5,842+165.2% | $5,318+191.4% | $6,730+130.2% |
| Admin fee / account holder | $4,910 | $11,961-59.0% | $10,693-54.1% | $14,365-65.8% |