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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 | $393,153 | $154,228+154.9% | $145,433+170.3% | $137,256+186.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.65% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,775 | $4,804-21.4% | $4,554-17.1% | $4,156-9.2% |
| Participant deferral / active EE | $14,350 | $8,216+74.6% | $7,897+81.7% | $6,407+124.0% |
| Admin fee / account holder | $9,977 | $14,344-30.4% | $13,129-24.0% | $12,270-18.7% |