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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 | $318,486 | $155,555+104.7% | $146,866+116.9% | $155,188+105.2% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.5%-17.5pp | 80.8%-15.8pp |
| Annual return | 12.42% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $3,431 | $4,647-26.2% | $4,425-22.5% | $4,248-19.2% |
| Participant deferral / active EE | $5,445 | $8,044-32.3% | $7,759-29.8% | $6,531-16.6% |
| Admin fee / account holder | $20,025 | $14,755+35.7% | $13,620+47.0% | $14,480+38.3% |