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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 | $124,980+218.5% | $108,359+267.4% | $154,746+157.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 17.64% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $10,146 | $2,851+255.9% | $2,399+322.8% | $4,379+131.7% |
| Participant deferral / active EE | $23,067 | $4,743+386.3% | $4,137+457.6% | $6,730+242.7% |
| Admin fee / account holder | $31,572 | $11,502+174.5% | $9,741+224.1% | $14,365+119.8% |