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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 | $379,686 | $209,336+81.4% | $197,124+92.6% | $137,256+176.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.83% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,307 | $6,591-34.7% | $6,227-30.8% | $4,156+3.6% |
| Participant deferral / active EE | $18,167 | $9,614+89.0% | $9,135+98.9% | $6,407+183.6% |
| Admin fee / account holder | $202,900 | $17,308+1072.3% | $16,298+1144.9% | $12,270+1553.6% |