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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 | $313,745 | $154,228+103.4% | $145,433+115.7% | $137,256+128.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.93% | 74.59%-54.7pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,944 | $4,804+2.9% | $4,554+8.5% | $4,156+19.0% |
| Participant deferral / active EE | $8,882 | $8,216+8.1% | $7,897+12.5% | $6,407+38.6% |
| Admin fee / account holder | $60,223 | $14,344+319.9% | $13,129+358.7% | $12,270+390.8% |