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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 | $306,722 | $209,336+46.5% | $197,124+55.6% | $137,256+123.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.66% | 48.09%-36.4pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,869 | $6,591-41.3% | $6,227-37.9% | $4,156-6.9% |
| Participant deferral / active EE | $21,017 | $9,614+118.6% | $9,135+130.1% | $6,407+228.0% |
| Admin fee / account holder | $65,165 | $17,308+276.5% | $16,298+299.8% | $12,270+431.1% |