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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 | $112,729+163.2% | $98,716+200.5% | $137,256+116.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.33% | 38.48%-22.2pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $10,072 | $2,725+269.6% | $2,279+342.0% | $4,156+142.3% |
| Participant deferral / active EE | $20,333 | $4,640+338.2% | $4,048+402.3% | $6,407+217.4% |
| Admin fee / account holder | $6,816 | $10,129-32.7% | $8,703-21.7% | $12,270-44.5% |