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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 | $316,035 | $227,291+39.0% | $214,702+47.2% | $155,188+103.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 12.99% | 60.08%-47.1pp | 54.55%-41.6pp | 148.84%-135.8pp |
| Employer contribution / active EE | $4,687 | $6,772-30.8% | $6,461-27.5% | $4,248+10.3% |
| Participant deferral / active EE | $9,674 | $9,582+1.0% | $9,147+5.8% | $6,531+48.1% |
| Admin fee / account holder | $55,495 | $20,413+171.9% | $19,830+179.8% | $14,480+283.3% |