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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 | $212,386+44.4% | $199,883+53.5% | $138,895+120.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 11.66% | 47.75%-36.1pp | 43.81%-32.2pp | 145.39%-133.7pp |
| Employer contribution / active EE | $3,869 | $6,625-41.6% | $6,261-38.2% | $4,194-7.8% |
| Participant deferral / active EE | $21,017 | $9,617+118.5% | $9,138+130.0% | $6,396+228.6% |
| Admin fee / account holder | $65,165 | $18,233+257.4% | $17,268+277.4% | $12,562+418.7% |