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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 | $351,186 | $185,312+89.5% | $161,489+117.5% | $154,746+126.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 20.67% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $3,007 | $4,769-36.9% | $4,268-29.5% | $4,379-31.3% |
| Participant deferral / active EE | $9,400 | $6,350+48.0% | $5,630+67.0% | $6,730+39.7% |
| Admin fee / account holder | $1,672 | $18,654-91.0% | $16,006-89.6% | $14,365-88.4% |