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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 | $448,686 | $275,752+62.7% | $256,809+74.7% | $198,609+125.9% |
| Participation rate | 56.3% | 89.2%-32.9pp | 88.5%-32.3pp | 82.4%-26.1pp |
| Annual return | 31.53% | 34.81%-3.3pp | 32.73%-1.2pp | 202.70%-171.2pp |
| Employer contribution / active EE | $3,905 | $7,721-49.4% | $7,263-46.2% | $5,055-22.7% |
| Participant deferral / active EE | $9,278 | $10,037-7.6% | $9,520-2.5% | $6,977+33.0% |
| Admin fee / account holder | $21,005 | $25,716-18.3% | $25,146-16.5% | $19,030+10.4% |