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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 | $359,464 | $156,398+129.8% | $147,318+144.0% | $138,895+158.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 15.04% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $5,750 | $4,853+18.5% | $4,593+25.2% | $4,194+37.1% |
| Participant deferral / active EE | $6,196 | $8,237-24.8% | $7,906-21.6% | $6,396-3.1% |
| Admin fee / account holder | $556 | $14,976-96.3% | $13,708-95.9% | $12,562-95.6% |