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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 | $358,583 | $184,014+94.9% | $161,149+122.5% | $138,895+158.2% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.8%-10.7pp | 79.9%-11.7pp |
| Annual return | 14.34% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $4,225 | $5,055-16.4% | $4,360-3.1% | $4,194+0.7% |
| Participant deferral / active EE | $8,099 | $6,909+17.2% | $6,153+31.6% | $6,396+26.6% |
| Admin fee / account holder | $37,286 | $18,027+106.8% | $15,194+145.4% | $12,562+196.8% |