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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 | $453,097 | $199,109+127.6% | $173,730+160.8% | $154,746+192.8% |
| Participation rate | 40.9% | 82.8%-41.9pp | 79.6%-38.7pp | 80.7%-39.8pp |
| Annual return | 10.72% | 20.02%-9.3pp | 19.96%-9.2pp | 172.34%-161.6pp |
| Employer contribution / active EE | $5,138 | $5,311-3.3% | $4,577+12.3% | $4,379+17.3% |
| Participant deferral / active EE | $12,663 | $7,113+78.0% | $6,326+100.2% | $6,730+88.1% |
| Admin fee / account holder | $1,797 | $20,916-91.4% | $17,523-89.7% | $14,365-87.5% |