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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 | $422,569 | $201,372+109.8% | $184,260+129.3% | $145,884+189.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.99% | 29.04%-18.1pp | 28.84%-17.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $4,799 | $7,024-31.7% | $6,427-25.3% | $4,662+2.9% |
| Participant deferral / active EE | $15,333 | $9,808+56.3% | $9,133+67.9% | $6,690+129.2% |
| Admin fee / account holder | $2,045 | $16,362-87.5% | $13,898-85.3% | $13,392-84.7% |