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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 | $318,845 | $148,582+114.6% | $135,942+134.5% | $139,456+128.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.50% | 79.26%-63.8pp | 68.28%-52.8pp | 373.45%-358.0pp |
| Employer contribution / active EE | $11,653 | $5,245+122.2% | $4,858+139.9% | $4,753+145.2% |
| Participant deferral / active EE | $11,981 | $8,101+47.9% | $7,759+54.4% | $6,711+78.5% |
| Admin fee / account holder | $5,222 | $12,402-57.9% | $10,764-51.5% | $11,407-54.2% |