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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 | $396,039 | $209,336+89.2% | $197,124+100.9% | $137,256+188.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 16.93% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $9,154 | $6,591+38.9% | $6,227+47.0% | $4,156+120.3% |
| Participant deferral / active EE | $19,447 | $9,614+102.3% | $9,135+112.9% | $6,407+203.5% |
| Admin fee / account holder | $190,732 | $17,308+1002.0% | $16,298+1070.3% | $12,270+1454.4% |