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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 | $272,125 | $172,111+58.1% | $150,298+81.1% | $137,256+98.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 18.93% | 69.37%-50.4pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,500 | $4,636-2.9% | $4,154+8.3% | $4,156+8.3% |
| Participant deferral / active EE | $18,167 | $6,166+194.6% | $5,453+233.2% | $6,407+183.6% |
| Admin fee / account holder | $2,362 | $16,471-85.7% | $14,116-83.3% | $12,270-80.8% |