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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 | $485,603 | $213,785+127.1% | $185,441+161.9% | $155,188+212.9% |
| Participation rate | 69.6% | 83.2%-13.7pp | 80.3%-10.7pp | 80.8%-11.2pp |
| Annual return | 18.56% | 19.97%-1.4pp | 20.16%-1.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $8,329 | $5,393+54.4% | $4,672+78.3% | $4,248+96.1% |
| Participant deferral / active EE | $11,137 | $6,864+62.3% | $6,152+81.0% | $6,531+70.5% |
| Admin fee / account holder | $3,133 | $21,134-85.2% | $17,890-82.5% | $14,480-78.4% |