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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 | $267,960 | $72,071+271.8% | $68,368+291.9% | $137,256+95.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.13% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $966 | $2,788-65.4% | $2,649-63.5% | $4,156-76.8% |
| Participant deferral / active EE | $6,287 | $4,410+42.6% | $4,123+52.5% | $6,407-1.9% |
| Admin fee / account holder | $42,938 | $5,336+704.8% | $5,150+733.8% | $12,270+249.9% |