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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 | $212,386+48.8% | $199,883+58.1% | $138,895+127.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 12.99% | 47.75%-34.8pp | 43.81%-30.8pp | 145.39%-132.4pp |
| Employer contribution / active EE | $4,687 | $6,625-29.3% | $6,261-25.1% | $4,194+11.7% |
| Participant deferral / active EE | $9,674 | $9,617+0.6% | $9,138+5.9% | $6,396+51.2% |
| Admin fee / account holder | $55,495 | $18,233+204.4% | $17,268+221.4% | $12,562+341.8% |