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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 | $429,433 | $185,312+131.7% | $161,489+165.9% | $154,746+177.5% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 18.09% | 103.84%-85.8pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $8,383 | $4,769+75.8% | $4,268+96.4% | $4,379+91.4% |
| Participant deferral / active EE | $9,343 | $6,350+47.1% | $5,630+66.0% | $6,730+38.8% |
| Admin fee / account holder | $2,063 | $18,654-88.9% | $16,006-87.1% | $14,365-85.6% |