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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 | $252,420 | $91,559+175.7% | $133,978+88.4% | $79,856+216.1% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.6%-3.6pp |
| Annual return | 18.29% | 61.85%-43.6pp | 45.10%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $9,841 | $2,384+312.8% | $3,919+151.1% | $2,471+298.2% |
| Participant deferral / active EE | $4,568 | $3,734+22.3% | $5,047-9.5% | $3,741+22.1% |
| Admin fee / account holder | $7,551 | $6,321+19.5% | $8,930-15.4% | $5,306+42.3% |