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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 | $296,065 | $114,119+159.4% | $107,187+176.2% | $138,895+113.2% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 79.9%-10.4pp |
| Annual return | 18.23% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $8,461 | $4,059+108.5% | $3,782+123.7% | $4,194+101.7% |
| Participant deferral / active EE | $7,362 | $5,538+32.9% | $5,096+44.5% | $6,396+15.1% |
| Admin fee / account holder | $5,089 | $10,024-49.2% | $9,162-44.5% | $12,562-59.5% |