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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 | $166,268+72.8% | $165,100+74.1% | $145,897+97.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 20.39% | 100.52%-80.1pp | 70.21%-49.8pp | 552.29%-531.9pp |
| Employer contribution / active EE | $7,999 | $5,284+51.4% | $4,348+84.0% | $4,663+71.6% |
| Participant deferral / active EE | $10,667 | $6,964+53.2% | $6,035+76.7% | $6,689+59.5% |
| Admin fee / account holder | $93,573 | $16,659+461.7% | $12,696+637.1% | $13,390+598.8% |