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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 | $156,398+100.6% | $147,318+113.0% | $138,895+125.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.93% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $4,944 | $4,853+1.9% | $4,593+7.6% | $4,194+17.9% |
| Participant deferral / active EE | $8,882 | $8,237+7.8% | $7,906+12.3% | $6,396+38.9% |
| Admin fee / account holder | $60,223 | $14,976+302.1% | $13,708+339.3% | $12,562+379.4% |