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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 | $117,904+169.1% | $102,457+209.7% | $145,978+117.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.93% | 31.80%-22.9pp | 29.41%-20.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $11,958 | $3,613+230.9% | $3,022+295.7% | $4,662+156.5% |
| Participant deferral / active EE | $33,586 | $5,733+485.8% | $5,054+564.5% | $6,690+402.1% |
| Admin fee / account holder | $82,862 | $13,329+521.7% | $9,451+776.7% | $13,400+518.4% |