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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 | $335,457 | $85,060+294.4% | $70,548+375.5% | $139,456+140.5% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 18.26% | 30.38%-12.1pp | 32.78%-14.5pp | 373.45%-355.2pp |
| Employer contribution / active EE | $5,166 | $3,911+32.1% | $2,975+73.7% | $4,753+8.7% |
| Participant deferral / active EE | $9,233 | $5,890+56.8% | $4,567+102.2% | $6,711+37.6% |
| Admin fee / account holder | $3,998 | $8,925-55.2% | $6,424-37.8% | $11,407-65.0% |