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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 | $349,556 | $155,555+124.7% | $146,866+138.0% | $155,188+125.2% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 14.75% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $4,513 | $4,647-2.9% | $4,425+2.0% | $4,248+6.2% |
| Participant deferral / active EE | $11,259 | $8,044+40.0% | $7,759+45.1% | $6,531+72.4% |
| Admin fee / account holder | $19,702 | $14,755+33.5% | $13,620+44.7% | $14,480+36.1% |