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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 | $364,014 | $227,399+60.1% | $189,758+91.8% | $198,609+83.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 17.33% | 61.03%-43.7pp | 52.62%-35.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $7,125 | $5,526+28.9% | $4,767+49.5% | $5,055+40.9% |
| Participant deferral / active EE | $10,850 | $6,837+58.7% | $5,856+85.3% | $6,977+55.5% |
| Admin fee / account holder | $7,931 | $25,162-68.5% | $20,388-61.1% | $19,030-58.3% |