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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 | $377,999 | $107,353+252.1% | $92,903+306.9% | $152,885+147.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 21.08% | 145.62%-124.5pp | 109.43%-88.3pp | 345.39%-324.3pp |
| Employer contribution / active EE | $2,027 | $4,222-52.0% | $3,653-44.5% | $4,763-57.5% |
| Participant deferral / active EE | $12,667 | $4,848+161.3% | $4,238+198.9% | $5,851+116.5% |
| Admin fee / account holder | $3,888 | $7,081-45.1% | $5,795-32.9% | $11,598-66.5% |