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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 | $154,228+234.3% | $145,433+254.6% | $137,256+275.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.80% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,227 | $4,804-12.0% | $4,554-7.2% | $4,156+1.7% |
| Participant deferral / active EE | $9,403 | $8,216+14.4% | $7,897+19.1% | $6,407+46.8% |
| Admin fee / account holder | $13,603 | $14,344-5.2% | $13,129+3.6% | $12,270+10.9% |