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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 | $318,420 | $223,823+42.3% | $211,142+50.8% | $154,746+105.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 11.19% | 50.39%-39.2pp | 46.84%-35.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,845 | $6,787-43.3% | $6,442-40.3% | $4,379-12.2% |
| Participant deferral / active EE | $14,254 | $9,750+46.2% | $9,284+53.5% | $6,730+111.8% |
| Admin fee / account holder | $222,170 | $19,707+1027.4% | $19,076+1064.7% | $14,365+1446.6% |