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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 | $297,859 | $154,228+93.1% | $145,433+104.8% | $137,256+117.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.52% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,681 | $4,804-44.2% | $4,554-41.1% | $4,156-35.5% |
| Participant deferral / active EE | $10,184 | $8,216+23.9% | $7,897+29.0% | $6,407+59.0% |
| Admin fee / account holder | $245,665 | $14,344+1612.7% | $13,129+1771.2% | $12,270+1902.1% |