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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 | $183,592+101.7% | $155,574+138.1% | $145,877+153.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.06% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,686 | $5,317+25.7% | $4,676+43.0% | $4,663+43.4% |
| Participant deferral / active EE | $10,315 | $6,466+59.5% | $5,629+83.2% | $6,691+54.2% |
| Admin fee / account holder | $16,368 | $19,316-15.3% | $15,914+2.9% | $13,402+22.1% |