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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 | $185,312+96.4% | $161,489+125.4% | $154,746+135.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.33% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $7,125 | $4,769+49.4% | $4,268+66.9% | $4,379+62.7% |
| Participant deferral / active EE | $10,850 | $6,350+70.9% | $5,630+92.7% | $6,730+61.2% |
| Admin fee / account holder | $7,931 | $18,654-57.5% | $16,006-50.4% | $14,365-44.8% |