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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 | $181,062+62.1% | $158,223+85.5% | $155,188+89.1% |
| Participation rate | 69.2% | 82.7%-13.4pp | 79.2%-10.0pp | 80.8%-11.6pp |
| Annual return | 45.06% | 57.39%-12.3pp | 52.09%-7.0pp | 148.84%-103.8pp |
| Employer contribution / active EE | $14,962 | $4,565+227.8% | $4,109+264.1% | $4,248+252.2% |
| Participant deferral / active EE | $8,855 | $6,134+44.4% | $5,467+62.0% | $6,531+35.6% |
| Admin fee / account holder | $367 | $18,825-98.0% | $16,047-97.7% | $14,480-97.5% |