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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 | $292,960 | $211,288+38.7% | $178,540+64.1% | $145,884+100.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.94% | 30.27%-22.3pp | 27.15%-19.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,552 | $4,574-66.1% | $3,953-60.7% | $4,662-66.7% |
| Participant deferral / active EE | $10,589 | $6,967+52.0% | $6,281+68.6% | $6,690+58.3% |
| Admin fee / account holder | $116,486 | $12,105+862.3% | $10,424+1017.5% | $13,392+769.8% |