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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 | $480,071 | $227,291+111.2% | $214,702+123.6% | $155,188+209.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 16.81% | 60.08%-43.3pp | 54.55%-37.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,254 | $6,772-51.9% | $6,461-49.6% | $4,248-23.4% |
| Participant deferral / active EE | $9,079 | $9,582-5.2% | $9,147-0.7% | $6,531+39.0% |
| Admin fee / account holder | $4,354 | $20,413-78.7% | $19,830-78.0% | $14,480-69.9% |