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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 | $354,586 | $96,731+266.6% | $123,973+186.0% | $86,983+307.6% |
| Participation rate | 66.7% | 70.0%-3.4pp | 76.7%-10.0pp | 69.5%-2.9pp |
| Annual return | 15.14% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $3,088 | $3,297-6.3% | $4,126-25.1% | $2,584+19.5% |
| Participant deferral / active EE | $8,994 | $4,152+116.6% | $5,247+71.4% | $4,194+114.5% |
| Admin fee / account holder | $3,250 | $8,722-62.7% | $11,799-72.5% | $7,856-58.6% |