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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 | $307,139 | $212,386+44.6% | $199,883+53.7% | $138,895+121.1% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 12.26% | 47.75%-35.5pp | 43.81%-31.5pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,479 | $6,625-62.6% | $6,261-60.4% | $4,194-40.9% |
| Participant deferral / active EE | $12,495 | $9,617+29.9% | $9,138+36.7% | $6,396+95.4% |
| Admin fee / account holder | $179,877 | $18,233+886.5% | $17,268+941.7% | $12,562+1331.9% |