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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 | $391,753 | $135,956+188.1% | $123,894+216.2% | $273,972+43.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.20% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $13,464 | $5,170+160.4% | $4,617+191.6% | $4,869+176.5% |
| Participant deferral / active EE | $6,420 | $6,343+1.2% | $5,984+7.3% | $5,287+21.4% |
| Admin fee / account holder | $85,613 | $9,817+772.1% | $8,357+924.4% | $10,133+744.9% |