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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 | $336,095 | $185,856+80.8% | $170,028+97.7% | $139,456+141.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.75% | 60.52%-47.8pp | 53.39%-40.6pp | 373.45%-360.7pp |
| Employer contribution / active EE | $5,898 | $7,593-22.3% | $6,788-13.1% | $4,753+24.1% |
| Participant deferral / active EE | $10,333 | $11,623-11.1% | $10,409-0.7% | $6,711+54.0% |
| Admin fee / account holder | $48,484 | $15,387+215.1% | $12,820+278.2% | $11,407+325.0% |