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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 | $334,004 | $213,785+56.2% | $185,441+80.1% | $155,188+115.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 9.93% | 19.97%-10.0pp | 20.16%-10.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $14,115 | $5,393+161.7% | $4,672+202.1% | $4,248+232.3% |
| Participant deferral / active EE | $6,600 | $6,864-3.9% | $6,152+7.3% | $6,531+1.1% |
| Admin fee / account holder | $19,077 | $21,134-9.7% | $17,890+6.6% | $14,480+31.8% |