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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 | $754,823 | $199,109+279.1% | $173,730+334.5% | $154,746+387.8% |
| Participation rate | 28.6% | 82.8%-54.2pp | 79.6%-51.0pp | 80.7%-52.1pp |
| Annual return | 20.26% | 20.02%+0.2pp | 19.96%+0.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $3,369 | $5,311-36.6% | $4,577-26.4% | $4,379-23.1% |
| Participant deferral / active EE | $8,857 | $7,113+24.5% | $6,326+40.0% | $6,730+31.6% |
| Admin fee / account holder | $4,374 | $20,916-79.1% | $17,523-75.0% | $14,365-69.6% |