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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 | $383,783 | $183,539+109.1% | $155,556+146.7% | $145,897+163.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 27.63% | 61.31%-33.7pp | 64.84%-37.2pp | 552.29%-524.7pp |
| Employer contribution / active EE | $7,096 | $5,315+33.5% | $4,675+51.8% | $4,663+52.2% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,631+36.2% | $6,689+14.6% |
| Admin fee / account holder | $3,488 | $19,275-81.9% | $15,885-78.0% | $13,390-74.0% |