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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 | $308,597 | $162,136+90.3% | $152,301+102.6% | $154,746+99.4% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 12.40% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $4,987 | $4,890+2.0% | $4,624+7.8% | $4,379+13.9% |
| Participant deferral / active EE | $10,888 | $8,341+30.5% | $8,004+36.0% | $6,730+61.8% |
| Admin fee / account holder | $65,499 | $15,759+315.6% | $14,398+354.9% | $14,365+356.0% |