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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 | $351,963 | $154,228+128.2% | $145,433+142.0% | $137,256+156.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.89% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,808 | $4,804-20.7% | $4,554-16.4% | $4,156-8.4% |
| Participant deferral / active EE | $6,500 | $8,216-20.9% | $7,897-17.7% | $6,407+1.5% |
| Admin fee / account holder | $172,747 | $14,344+1104.4% | $13,129+1215.8% | $12,270+1307.9% |