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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 | $363,377 | $212,386+71.1% | $199,883+81.8% | $138,895+161.6% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 16.93% | 47.75%-30.8pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,905 | $6,625-41.1% | $6,261-37.6% | $4,194-6.9% |
| Participant deferral / active EE | $19,089 | $9,617+98.5% | $9,138+108.9% | $6,396+198.4% |
| Admin fee / account holder | $225,873 | $18,233+1138.8% | $17,268+1208.1% | $12,562+1698.0% |