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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 | $441,654 | $212,386+107.9% | $199,883+121.0% | $138,895+218.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 13.30% | 47.75%-34.4pp | 43.81%-30.5pp | 145.39%-132.1pp |
| Employer contribution / active EE | $5,971 | $6,625-9.9% | $6,261-4.6% | $4,194+42.4% |
| Participant deferral / active EE | $11,890 | $9,617+23.6% | $9,138+30.1% | $6,396+85.9% |
| Admin fee / account holder | $4,365 | $18,233-76.1% | $17,268-74.7% | $12,562-65.3% |