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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 | $306,961 | $106,247+188.9% | $96,515+218.0% | $139,466+120.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 14.16% | 38.47%-24.3pp | 35.73%-21.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $2,536 | $4,106-38.2% | $3,740-32.2% | $4,754-46.6% |
| Participant deferral / active EE | $21,448 | $5,456+293.1% | $4,880+339.5% | $6,712+219.6% |
| Admin fee / account holder | $13,196 | $7,885+67.4% | $6,735+95.9% | $11,409+15.7% |