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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 | $259,125 | $183,627+41.1% | $155,602+66.5% | $145,978+77.5% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.5pp |
| Annual return | 10.78% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $10,520 | $5,316+97.9% | $4,675+125.0% | $4,662+125.7% |
| Participant deferral / active EE | $5,321 | $6,466-17.7% | $5,629-5.5% | $6,690-20.5% |
| Admin fee / account holder | $3,332 | $19,327-82.8% | $15,923-79.1% | $13,400-75.1% |