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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 | $375,921 | $156,616+140.0% | $133,346+181.9% | $198,609+89.3% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 12.88% | 44.25%-31.4pp | 36.85%-24.0pp | 202.70%-189.8pp |
| Employer contribution / active EE | $774 | $3,368-77.0% | $2,853-72.9% | $5,055-84.7% |
| Participant deferral / active EE | $1,936 | $4,920-60.6% | $4,332-55.3% | $6,977-72.3% |
| Admin fee / account holder | $32,962 | $17,468+88.7% | $14,264+131.1% | $19,030+73.2% |