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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 | $375,912 | $156,616+140.0% | $133,346+181.9% | $198,609+89.3% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 14.51% | 44.25%-29.7pp | 36.85%-22.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,911 | $3,368-43.2% | $2,853-33.0% | $5,055-62.2% |
| Participant deferral / active EE | $10,311 | $4,920+109.6% | $4,332+138.0% | $6,977+47.8% |
| Admin fee / account holder | $4,301 | $17,468-75.4% | $14,264-69.9% | $19,030-77.4% |