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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 | $359,311 | $201,259+78.5% | $184,200+95.1% | $145,959+146.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 11.08% | 28.98%-17.9pp | 28.80%-17.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $18,000 | $7,018+156.5% | $6,424+180.2% | $4,661+286.2% |
| Participant deferral / active EE | $15,000 | $9,806+53.0% | $9,132+64.3% | $6,689+124.3% |
| Admin fee / account holder | $1,761 | $16,372-89.2% | $13,907-87.3% | $13,398-86.9% |