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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 | $367,394 | $181,062+102.9% | $158,223+132.2% | $155,188+136.7% |
| Participation rate | 57.9% | 82.7%-24.8pp | 79.2%-21.3pp | 80.8%-22.9pp |
| Annual return | 15.18% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,884 | $4,565-36.8% | $4,109-29.8% | $4,248-32.1% |
| Participant deferral / active EE | $7,386 | $6,134+20.4% | $5,467+35.1% | $6,531+13.1% |
| Admin fee / account holder | $12,508 | $18,825-33.6% | $16,047-22.1% | $14,480-13.6% |