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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 | $132,634+203.0% | $115,768+247.2% | $137,256+192.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 14.28% | 160.70%-146.4pp | 100.46%-86.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $13,748 | $3,360+309.2% | $2,940+367.7% | $4,156+230.8% |
| Participant deferral / active EE | $11,056 | $5,619+96.8% | $4,917+124.9% | $6,407+72.6% |
| Admin fee / account holder | $910 | $15,028-93.9% | $12,439-92.7% | $12,270-92.6% |