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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 | $317,889 | $172,111+84.7% | $150,298+111.5% | $137,256+131.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 24.03% | 69.37%-45.3pp | 62.79%-38.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $5,917 | $4,636+27.6% | $4,154+42.4% | $4,156+42.4% |
| Participant deferral / active EE | $14,441 | $6,166+134.2% | $5,453+164.8% | $6,407+125.4% |
| Admin fee / account holder | $1,816 | $16,471-89.0% | $14,116-87.1% | $12,270-85.2% |