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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 | $279,889 | $65,555+327.0% | $86,216+224.6% | $75,173+272.3% |
| Participation rate | 64.5% | 60.5%+4.0pp | 69.0%-4.4pp | 67.2%-2.7pp |
| Annual return | 14.63% | 46.07%-31.4pp | 1169.42%-1154.8pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,360 | $1,553-12.4% | $2,382-42.9% | $2,671-49.1% |
| Participant deferral / active EE | $2,502 | $3,023-17.2% | $3,986-37.2% | $4,126-39.4% |
| Admin fee / account holder | $10,904 | $5,469+99.4% | $6,853+59.1% | $5,651+93.0% |