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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 | $178,174+172.5% | $156,181+210.9% | $137,256+253.8% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.8%-9.3pp | 80.0%-10.4pp |
| Annual return | 18.56% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $8,329 | $4,972+67.5% | $4,294+94.0% | $4,156+100.4% |
| Participant deferral / active EE | $11,137 | $6,888+61.7% | $6,132+81.6% | $6,407+73.8% |
| Admin fee / account holder | $3,133 | $17,404-82.0% | $14,586-78.5% | $12,270-74.5% |