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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 | $363,676 | $209,336+73.7% | $197,124+84.5% | $137,256+165.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.36% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,057 | $6,591-53.6% | $6,227-50.9% | $4,156-26.4% |
| Participant deferral / active EE | $5,462 | $9,614-43.2% | $9,135-40.2% | $6,407-14.7% |
| Admin fee / account holder | $30,402 | $17,308+75.7% | $16,298+86.5% | $12,270+147.8% |