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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 | $183,516+101.8% | $155,534+138.1% | $145,884+153.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.06% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $6,686 | $5,315+25.8% | $4,675+43.0% | $4,662+43.4% |
| Participant deferral / active EE | $10,315 | $6,467+59.5% | $5,630+83.2% | $6,690+54.2% |
| Admin fee / account holder | $16,368 | $19,293-15.2% | $15,900+2.9% | $13,392+22.2% |