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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 | $470,125 | $154,228+204.8% | $145,433+223.3% | $137,256+242.5% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 15.11% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,747 | $4,804-22.0% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $8,596 | $8,216+4.6% | $7,897+8.8% | $6,407+34.2% |
| Admin fee / account holder | $11,195 | $14,344-21.9% | $13,129-14.7% | $12,270-8.8% |