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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 | $389,813 | $101,618+283.6% | $93,063+318.9% | $137,256+184.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 17.16% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,065 | $2,707+13.2% | $2,476+23.8% | $4,156-26.3% |
| Participant deferral / active EE | $20,667 | $4,279+383.0% | $3,958+422.1% | $6,407+222.6% |
| Admin fee / account holder | $3,188 | $6,198-48.6% | $6,033-47.2% | $12,270-74.0% |