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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 | $317,287 | $117,895+169.1% | $102,460+209.7% | $145,897+117.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.93% | 31.92%-23.0pp | 29.47%-20.5pp | 552.29%-543.4pp |
| Employer contribution / active EE | $11,958 | $3,619+230.4% | $3,025+295.3% | $4,663+156.5% |
| Participant deferral / active EE | $33,586 | $5,736+485.5% | $5,056+564.3% | $6,689+402.1% |
| Admin fee / account holder | $82,862 | $13,353+520.6% | $9,460+775.9% | $13,390+518.8% |