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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 | $370,368 | $183,539+101.8% | $155,556+138.1% | $145,897+153.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.06% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $6,686 | $5,315+25.8% | $4,675+43.0% | $4,663+43.4% |
| Participant deferral / active EE | $10,315 | $6,467+59.5% | $5,631+83.2% | $6,689+54.2% |
| Admin fee / account holder | $16,368 | $19,275-15.1% | $15,885+3.0% | $13,390+22.2% |