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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 | $351,090 | $178,174+97.0% | $156,181+124.8% | $137,256+155.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 14.52% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,674 | $4,972-66.3% | $4,294-61.0% | $4,156-59.7% |
| Participant deferral / active EE | $8,434 | $6,888+22.5% | $6,132+37.5% | $6,407+31.6% |
| Admin fee / account holder | $1,357 | $17,404-92.2% | $14,586-90.7% | $12,270-88.9% |