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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 | $129,737+187.9% | $119,126+213.5% | $154,746+141.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 13.41% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,890 | $4,375-56.8% | $4,034-53.1% | $4,379-56.8% |
| Participant deferral / active EE | $11,481 | $5,842+96.5% | $5,318+115.9% | $6,730+70.6% |
| Admin fee / account holder | $2,752 | $11,961-77.0% | $10,693-74.3% | $14,365-80.8% |