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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 | $183,592+109.0% | $155,574+146.7% | $145,877+163.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 27.63% | 61.37%-33.7pp | 64.87%-37.2pp | 551.28%-523.7pp |
| Employer contribution / active EE | $7,096 | $5,317+33.5% | $4,676+51.8% | $4,663+52.2% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $3,488 | $19,316-81.9% | $15,914-78.1% | $13,402-74.0% |