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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 | $393,153 | $162,136+142.5% | $152,301+158.1% | $154,746+154.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.65% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,775 | $4,890-22.8% | $4,624-18.4% | $4,379-13.8% |
| Participant deferral / active EE | $14,350 | $8,341+72.0% | $8,004+79.3% | $6,730+113.2% |
| Admin fee / account holder | $9,977 | $15,759-36.7% | $14,398-30.7% | $14,365-30.6% |