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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 | $341,957 | $102,595+233.3% | $94,057+263.6% | $154,746+121.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 10.79% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $55,518 | $3,147+1664.0% | $2,933+1792.8% | $4,379+1167.8% |
| Participant deferral / active EE | $38,442 | $5,118+651.1% | $4,709+716.3% | $6,730+471.2% |
| Admin fee / account holder | $472,227 | $7,736+6004.3% | $7,244+6418.4% | $14,365+3187.3% |