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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 | $162,136+93.5% | $152,301+106.0% | $154,746+102.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.93% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,944 | $4,890+1.1% | $4,624+6.9% | $4,379+12.9% |
| Participant deferral / active EE | $8,882 | $8,341+6.5% | $8,004+11.0% | $6,730+32.0% |
| Admin fee / account holder | $60,223 | $15,759+282.1% | $14,398+318.3% | $14,365+319.2% |