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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 | $266,474 | $149,679+78.0% | $117,039+127.7% | $147,586+80.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 14.23% | 19.31%-5.1pp | 18.95%-4.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,345 | $4,937-72.8% | $3,785-64.5% | $4,876-72.4% |
| Participant deferral / active EE | $7,000 | $4,912+42.5% | $3,929+78.1% | $5,439+28.7% |
| Admin fee / account holder | $3,841 | $7,856-51.1% | $5,974-35.7% | $10,886-64.7% |