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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 | $223,823+69.6% | $211,142+79.8% | $154,746+145.4% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 13.83% | 50.39%-36.6pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,307 | $6,787-36.5% | $6,442-33.1% | $4,379-1.7% |
| Participant deferral / active EE | $18,167 | $9,750+86.3% | $9,284+95.7% | $6,730+169.9% |
| Admin fee / account holder | $202,900 | $19,707+929.6% | $19,076+963.6% | $14,365+1312.4% |