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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 | $334,004 | $184,014+81.5% | $161,149+107.3% | $138,895+140.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 9.93% | 21.52%-11.6pp | 21.16%-11.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $14,115 | $5,055+179.2% | $4,360+223.7% | $4,194+236.5% |
| Participant deferral / active EE | $6,600 | $6,909-4.5% | $6,153+7.3% | $6,396+3.2% |
| Admin fee / account holder | $19,077 | $18,027+5.8% | $15,194+25.6% | $12,562+51.9% |