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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 | $293,820 | $103,008+185.2% | $90,304+225.4% | $152,897+92.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 14.52% | 95.22%-80.7pp | 78.13%-63.6pp | 345.43%-330.9pp |
| Employer contribution / active EE | $3,965 | $3,139+26.3% | $2,855+38.9% | $4,764-16.8% |
| Participant deferral / active EE | $10,573 | $4,281+147.0% | $3,885+172.2% | $5,851+80.7% |
| Admin fee / account holder | $1,274 | $6,175-79.4% | $5,354-76.2% | $11,599-89.0% |