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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 | $373,494 | $111,535+234.9% | $105,223+255.0% | $137,256+172.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 13.41% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,890 | $3,939-52.0% | $3,689-48.8% | $4,156-54.5% |
| Participant deferral / active EE | $11,481 | $5,500+108.7% | $5,072+126.4% | $6,407+79.2% |
| Admin fee / account holder | $2,752 | $9,721-71.7% | $8,859-68.9% | $12,270-77.6% |