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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 | $280,146 | $91,559+206.0% | $133,971+109.1% | $79,852+250.8% |
| Participation rate | 65.8% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.8pp |
| Annual return | 10.98% | 61.85%-50.9pp | 45.09%-34.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $2,042 | $2,384-14.3% | $3,919-47.9% | $2,471-17.4% |
| Participant deferral / active EE | $8,802 | $3,734+135.7% | $5,047+74.4% | $3,740+135.3% |
| Admin fee / account holder | $16,743 | $6,321+164.9% | $8,929+87.5% | $5,306+215.5% |