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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 | $371,031 | $148,629+149.6% | $135,982+172.9% | $139,487+166.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 26.02% | 79.33%-53.3pp | 68.32%-42.3pp | 373.84%-347.8pp |
| Employer contribution / active EE | $5,888 | $5,247+12.2% | $4,859+21.2% | $4,755+23.8% |
| Participant deferral / active EE | $12,423 | $8,102+53.3% | $7,760+60.1% | $6,713+85.1% |
| Admin fee / account holder | $3,048 | $12,406-75.4% | $10,767-71.7% | $11,407-73.3% |