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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 | $111,535+165.4% | $105,223+181.4% | $137,256+115.7% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 18.23% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $8,461 | $3,939+114.8% | $3,689+129.4% | $4,156+103.6% |
| Participant deferral / active EE | $7,362 | $5,500+33.9% | $5,072+45.2% | $6,407+14.9% |
| Admin fee / account holder | $5,089 | $9,721-47.7% | $8,859-42.6% | $12,270-58.5% |