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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 | $376,630 | $111,535+237.7% | $105,223+257.9% | $137,256+174.4% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 24.01% | 237.85%-213.8pp | 180.65%-156.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,276 | $3,939-42.2% | $3,689-38.3% | $4,156-45.2% |
| Participant deferral / active EE | $10,013 | $5,500+82.1% | $5,072+97.4% | $6,407+56.3% |
| Admin fee / account holder | $20,571 | $9,721+111.6% | $8,859+132.2% | $12,270+67.7% |