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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 | $363,377 | $227,291+59.9% | $214,702+69.2% | $155,188+134.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 16.93% | 60.08%-43.1pp | 54.55%-37.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $3,905 | $6,772-42.3% | $6,461-39.6% | $4,248-8.1% |
| Participant deferral / active EE | $19,089 | $9,582+99.2% | $9,147+108.7% | $6,531+192.3% |
| Admin fee / account holder | $225,873 | $20,413+1006.5% | $19,830+1039.0% | $14,480+1459.9% |