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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 | $271,249 | $135,956+99.5% | $123,894+118.9% | $273,972-1.0% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $6,140 | $5,170+18.8% | $4,617+33.0% | $4,869+26.1% |
| Participant deferral / active EE | $7,675 | $6,343+21.0% | $5,984+28.2% | $5,287+45.2% |
| Admin fee / account holder | $2,706 | $9,817-72.4% | $8,357-67.6% | $10,133-73.3% |