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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 | $289,773 | $129,737+123.4% | $119,126+143.2% | $154,746+87.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.49% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,211 | $4,375-26.6% | $4,034-20.4% | $4,379-26.7% |
| Participant deferral / active EE | $8,265 | $5,842+41.5% | $5,318+55.4% | $6,730+22.8% |
| Admin fee / account holder | $7,789 | $11,961-34.9% | $10,693-27.2% | $14,365-45.8% |