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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 | $353,881 | $185,312+91.0% | $161,489+119.1% | $154,746+128.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.13% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $4,100 | $4,769-14.0% | $4,268-3.9% | $4,379-6.4% |
| Participant deferral / active EE | $10,892 | $6,350+71.5% | $5,630+93.5% | $6,730+61.8% |
| Admin fee / account holder | $17,045 | $18,654-8.6% | $16,006+6.5% | $14,365+18.7% |