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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 | $377,763 | $184,014+105.3% | $161,149+134.4% | $138,895+172.0% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.8%-53.8pp | 79.9%-54.9pp |
| Annual return | 18.77% | 21.52%-2.7pp | 21.16%-2.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,320 | $5,055-73.9% | $4,360-69.7% | $4,194-68.5% |
| Participant deferral / active EE | $7,750 | $6,909+12.2% | $6,153+26.0% | $6,396+21.2% |
| Admin fee / account holder | $6,938 | $18,027-61.5% | $15,194-54.3% | $12,562-44.8% |