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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 | $291,282 | $210,510+38.4% | $153,500+89.8% | $145,877+99.7% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 28.63% | 13.45%+15.2pp | 15.70%+12.9pp | 551.28%-522.7pp |
| Employer contribution / active EE | $2,020 | $6,052-66.6% | $5,039-59.9% | $4,663-56.7% |
| Participant deferral / active EE | $6,061 | $7,974-24.0% | $6,756-10.3% | $6,691-9.4% |
| Admin fee / account holder | $188,876 | $19,455+870.8% | $12,736+1383.0% | $13,402+1309.3% |