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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 | $339,844 | $157,276+116.1% | $141,177+140.7% | $152,885+122.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 18.54% | 64.33%-45.8pp | 71.40%-52.9pp | 345.39%-326.9pp |
| Employer contribution / active EE | $4,935 | $5,262-6.2% | $4,736+4.2% | $4,763+3.6% |
| Participant deferral / active EE | $18,148 | $7,110+155.2% | $6,710+170.5% | $5,851+210.2% |
| Admin fee / account holder | $209,648 | $12,123+1629.4% | $10,263+1942.7% | $11,598+1707.6% |