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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 | $398,118 | $156,616+154.2% | $133,346+198.6% | $198,609+100.5% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 17.64% | 44.25%-26.6pp | 36.85%-19.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $10,146 | $3,368+201.3% | $2,853+255.6% | $5,055+100.7% |
| Participant deferral / active EE | $23,067 | $4,920+368.9% | $4,332+432.5% | $6,977+230.6% |
| Admin fee / account holder | $31,572 | $17,468+80.7% | $14,264+121.3% | $19,030+65.9% |