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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 | $387,451 | $183,539+111.1% | $155,556+149.1% | $145,897+165.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.09% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $7,134 | $5,315+34.2% | $4,675+52.6% | $4,663+53.0% |
| Participant deferral / active EE | $7,954 | $6,467+23.0% | $5,631+41.3% | $6,689+18.9% |
| Admin fee / account holder | $1,520 | $19,275-92.1% | $15,885-90.4% | $13,390-88.6% |