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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 | $174,379+102.9% | $152,093+132.7% | $138,895+154.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 13.13% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $4,100 | $4,652-11.9% | $4,175-1.8% | $4,194-2.2% |
| Participant deferral / active EE | $10,892 | $6,159+76.8% | $5,451+99.8% | $6,396+70.3% |
| Admin fee / account holder | $17,045 | $16,880+1.0% | $14,497+17.6% | $12,562+35.7% |