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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 | $416,317 | $166,242+150.4% | $165,071+152.2% | $145,884+185.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.03% | 100.44%-90.4pp | 70.17%-60.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $8,740 | $5,283+65.4% | $4,347+101.0% | $4,662+87.5% |
| Participant deferral / active EE | $20,333 | $6,964+192.0% | $6,035+236.9% | $6,690+204.0% |
| Admin fee / account holder | $3,510 | $16,658-78.9% | $12,695-72.4% | $13,392-73.8% |