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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 | $293,531 | $185,312+58.4% | $161,489+81.8% | $154,746+89.7% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 45.06% | 103.84%-58.8pp | 89.72%-44.7pp | 172.34%-127.3pp |
| Employer contribution / active EE | $14,962 | $4,769+213.7% | $4,268+250.5% | $4,379+241.7% |
| Participant deferral / active EE | $8,855 | $6,350+39.5% | $5,630+57.3% | $6,730+31.6% |
| Admin fee / account holder | $367 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |