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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 | $303,190 | $155,555+94.9% | $146,866+106.4% | $155,188+95.4% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.5%-17.5pp | 80.8%-15.8pp |
| Annual return | 11.16% | 115.41%-104.3pp | 102.85%-91.7pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,951 | $4,647-58.0% | $4,425-55.9% | $4,248-54.1% |
| Participant deferral / active EE | $6,012 | $8,044-25.3% | $7,759-22.5% | $6,531-8.0% |
| Admin fee / account holder | $21,325 | $14,755+44.5% | $13,620+56.6% | $14,480+47.3% |