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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 | $318,800 | $178,174+78.9% | $156,181+104.1% | $137,256+132.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 10.79% | 84.19%-73.4pp | 64.87%-54.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,823 | $4,972-43.2% | $4,294-34.3% | $4,156-32.1% |
| Participant deferral / active EE | $8,661 | $6,888+25.7% | $6,132+41.2% | $6,407+35.2% |
| Admin fee / account holder | $4,995 | $17,404-71.3% | $14,586-65.8% | $12,270-59.3% |