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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 | $255,216 | $115,814+120.4% | $101,275+152.0% | $158,982+60.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 7.76% | 56.16%-48.4pp | 46.48%-38.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $3,024 | $4,176-27.6% | $3,660-17.4% | $4,763-36.5% |
| Participant deferral / active EE | $12,659 | $4,958+155.3% | $4,371+189.6% | $5,983+111.6% |
| Admin fee / account holder | $1,026 | $7,249-85.9% | $5,948-82.8% | $11,252-90.9% |