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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 | $449,737 | $223,823+100.9% | $211,142+113.0% | $154,746+190.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 22.00% | 50.39%-28.4pp | 46.84%-24.8pp | 172.34%-150.3pp |
| Employer contribution / active EE | $4,167 | $6,787-38.6% | $6,442-35.3% | $4,379-4.8% |
| Participant deferral / active EE | $20,746 | $9,750+112.8% | $9,284+123.5% | $6,730+208.3% |
| Admin fee / account holder | $5,909 | $19,707-70.0% | $19,076-69.0% | $14,365-58.9% |