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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 | $310,143 | $157,304+97.2% | $141,197+119.7% | $152,909+102.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.12% | 64.34%-43.2pp | 71.41%-50.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $19,465 | $5,263+269.9% | $4,736+311.0% | $4,764+308.6% |
| Participant deferral / active EE | $4,866 | $7,111-31.6% | $6,710-27.5% | $5,851-16.8% |
| Admin fee / account holder | $3,930 | $12,126-67.6% | $10,265-61.7% | $11,601-66.1% |