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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 | $342,268 | $132,099+159.1% | $115,599+196.1% | $138,895+146.4% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.3%-5.5pp | 79.9%-11.2pp |
| Annual return | 14.96% | 176.76%-161.8pp | 111.10%-96.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $4,121 | $3,416+20.6% | $2,955+39.4% | $4,194-1.7% |
| Participant deferral / active EE | $8,905 | $5,617+58.5% | $4,889+82.1% | $6,396+39.2% |
| Admin fee / account holder | $46,127 | $15,650+194.7% | $12,841+259.2% | $12,562+267.2% |