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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 | $296,666 | $115,225+157.5% | $100,712+194.6% | $138,895+113.6% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.33% | 40.35%-24.0pp | 33.27%-16.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $10,072 | $2,771+263.5% | $2,313+335.5% | $4,194+140.1% |
| Participant deferral / active EE | $20,333 | $4,699+332.7% | $4,085+397.7% | $6,396+217.9% |
| Admin fee / account holder | $6,816 | $10,844-37.1% | $9,256-26.4% | $12,562-45.7% |