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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 | $422,141 | $185,312+127.8% | $161,489+161.4% | $154,746+172.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.43% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $5,992 | $4,769+25.6% | $4,268+40.4% | $4,379+36.8% |
| Participant deferral / active EE | $10,000 | $6,350+57.5% | $5,630+77.6% | $6,730+48.6% |
| Admin fee / account holder | $605 | $18,654-96.8% | $16,006-96.2% | $14,365-95.8% |