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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 | $199,109+143.9% | $173,730+179.5% | $154,746+213.8% |
| Participation rate | 69.6% | 82.8%-13.2pp | 79.6%-10.0pp | 80.7%-11.1pp |
| Annual return | 18.56% | 20.02%-1.5pp | 19.96%-1.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $8,329 | $5,311+56.8% | $4,577+81.9% | $4,379+90.2% |
| Participant deferral / active EE | $11,137 | $7,113+56.6% | $6,326+76.0% | $6,730+65.5% |
| Admin fee / account holder | $3,133 | $20,916-85.0% | $17,523-82.1% | $14,365-78.2% |