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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 | $333,020 | $114,119+191.8% | $107,187+210.7% | $138,895+139.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.53% | 273.21%-256.7pp | 204.55%-188.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,540 | $4,059+36.5% | $3,782+46.5% | $4,194+32.1% |
| Participant deferral / active EE | $18,167 | $5,538+228.0% | $5,096+256.5% | $6,396+184.0% |
| Admin fee / account holder | $1,975 | $10,024-80.3% | $9,162-78.4% | $12,562-84.3% |