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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 | $275,919 | $99,652+176.9% | $78,778+250.2% | $147,586+87.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 9.61% | 47.28%-37.7pp | 35.62%-26.0pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,892 | $2,796-32.3% | $1,986-4.7% | $4,876-61.2% |
| Participant deferral / active EE | $6,749 | $3,664+84.2% | $2,958+128.1% | $5,439+24.1% |
| Admin fee / account holder | $3,583 | $7,155-49.9% | $5,134-30.2% | $10,886-67.1% |