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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 | $124,980+137.4% | $108,359+173.8% | $154,746+91.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 16.33% | 45.00%-28.7pp | 36.89%-20.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $10,072 | $2,851+253.3% | $2,399+319.7% | $4,379+130.0% |
| Participant deferral / active EE | $20,333 | $4,743+328.7% | $4,137+391.5% | $6,730+202.1% |
| Admin fee / account holder | $6,816 | $11,502-40.7% | $9,741-30.0% | $14,365-52.6% |