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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 | $352,771 | $160,028+120.4% | $147,080+139.8% | $145,884+141.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.32% | 98.60%-83.3pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $9,713 | $5,286+83.8% | $4,933+96.9% | $4,662+108.3% |
| Participant deferral / active EE | $14,749 | $8,422+75.1% | $8,066+82.8% | $6,690+120.5% |
| Admin fee / account holder | $1,839 | $15,030-87.8% | $12,989-85.8% | $13,392-86.3% |