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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 | $401,926 | $139,948+187.2% | $121,663+230.4% | $154,746+159.7% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 14.28% | 230.52%-216.2pp | 147.54%-133.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $13,748 | $3,521+290.5% | $3,020+355.2% | $4,379+214.0% |
| Participant deferral / active EE | $11,056 | $5,629+96.4% | $4,887+126.2% | $6,730+64.3% |
| Admin fee / account holder | $910 | $17,321-94.7% | $14,289-93.6% | $14,365-93.7% |