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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 | $333,159 | $183,592+81.5% | $155,574+114.1% | $145,877+128.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.07% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,378 | $5,317+20.0% | $4,676+36.4% | $4,663+36.8% |
| Participant deferral / active EE | $5,378 | $6,466-16.8% | $5,629-4.5% | $6,691-19.6% |
| Admin fee / account holder | $2,642 | $19,316-86.3% | $15,914-83.4% | $13,402-80.3% |