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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 | $183,592+111.0% | $155,567+149.1% | $145,959+165.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.09% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.9pp |
| Employer contribution / active EE | $7,134 | $5,315+34.2% | $4,674+52.6% | $4,661+53.1% |
| Participant deferral / active EE | $7,954 | $6,464+23.1% | $5,628+41.3% | $6,689+18.9% |
| Admin fee / account holder | $1,520 | $19,318-92.1% | $15,916-90.4% | $13,398-88.7% |