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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 | $375,923 | $106,864+251.8% | $147,318+155.2% | $82,637+354.9% |
| Participation rate | 58.1% | 75.5%-17.4pp | 82.1%-24.0pp | 68.1%-10.0pp |
| Annual return | 14.84% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $3,878 | $3,417+13.5% | $4,593-15.6% | $2,552+52.0% |
| Participant deferral / active EE | $7,724 | $6,496+18.9% | $7,906-2.3% | $4,126+87.2% |
| Admin fee / account holder | $5,337 | $8,415-36.6% | $13,708-61.1% | $7,339-27.3% |