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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 | $349,556 | $156,398+123.5% | $147,318+137.3% | $138,895+151.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 14.75% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $4,513 | $4,853-7.0% | $4,593-1.7% | $4,194+7.6% |
| Participant deferral / active EE | $11,259 | $8,237+36.7% | $7,906+42.4% | $6,396+76.0% |
| Admin fee / account holder | $19,702 | $14,976+31.6% | $13,708+43.7% | $12,562+56.8% |