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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 | $287,391 | $166,131+73.0% | $164,975+74.2% | $145,877+97.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 20.39% | 100.37%-80.0pp | 70.12%-49.7pp | 551.28%-530.9pp |
| Employer contribution / active EE | $7,999 | $5,276+51.6% | $4,343+84.2% | $4,663+71.5% |
| Participant deferral / active EE | $10,667 | $6,962+53.2% | $6,033+76.8% | $6,691+59.4% |
| Admin fee / account holder | $93,573 | $16,648+462.1% | $12,688+637.5% | $13,402+598.2% |