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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 | $429,096 | $211,239+103.1% | $178,528+140.4% | $145,877+194.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.23% | 30.22%-15.0pp | 27.11%-11.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,217 | $4,570-73.4% | $3,950-69.2% | $4,663-73.9% |
| Participant deferral / active EE | $9,587 | $6,963+37.7% | $6,278+52.7% | $6,691+43.3% |
| Admin fee / account holder | $9,517 | $12,095-21.3% | $10,419-8.7% | $13,402-29.0% |