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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 | $515,637 | $162,136+218.0% | $152,301+238.6% | $154,746+233.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.80% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $4,227 | $4,890-13.6% | $4,624-8.6% | $4,379-3.5% |
| Participant deferral / active EE | $9,403 | $8,341+12.7% | $8,004+17.5% | $6,730+39.7% |
| Admin fee / account holder | $13,603 | $15,759-13.7% | $14,398-5.5% | $14,365-5.3% |