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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 | $340,667 | $159,978+112.9% | $147,041+131.7% | $145,978+133.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.40% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $9,956 | $5,288+88.3% | $4,935+101.7% | $4,662+113.6% |
| Participant deferral / active EE | $19,292 | $8,429+128.9% | $8,071+139.0% | $6,690+188.4% |
| Admin fee / account holder | $285,713 | $15,053+1798.0% | $13,006+2096.7% | $13,400+2032.1% |