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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 | $428,854 | $183,516+133.7% | $155,534+175.7% | $145,884+194.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.94% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,647 | $5,315-50.2% | $4,675-43.4% | $4,662-43.2% |
| Participant deferral / active EE | $12,680 | $6,467+96.1% | $5,630+125.2% | $6,690+89.5% |
| Admin fee / account holder | $2,609 | $19,293-86.5% | $15,900-83.6% | $13,392-80.5% |