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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 | $358,064 | $165,584+116.2% | $142,942+150.5% | $137,256+160.9% |
| Participation rate | 64.7% | 80.1%-15.4pp | 76.8%-12.1pp | 80.0%-15.3pp |
| Annual return | 15.45% | 164.22%-148.8pp | 113.70%-98.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,865 | $4,725-18.2% | $4,139-6.6% | $4,156-7.0% |
| Participant deferral / active EE | $9,363 | $8,194+14.3% | $7,128+31.4% | $6,407+46.1% |
| Admin fee / account holder | $488 | $16,167-97.0% | $12,475-96.1% | $12,270-96.0% |