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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 | $320,541 | $89,364+258.7% | $141,177+127.0% | $72,983+339.2% |
| Participation rate | 65.7% | 75.1%-9.4pp | 82.5%-16.8pp | 69.5%-3.8pp |
| Annual return | 21.28% | 111.86%-90.6pp | 71.40%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,942 | $3,115-37.6% | $4,736-59.0% | $2,440-20.4% |
| Participant deferral / active EE | $9,358 | $5,419+72.7% | $6,710+39.5% | $3,608+159.4% |
| Admin fee / account holder | $24,167 | $5,959+305.6% | $10,263+135.5% | $5,124+371.6% |