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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 | $448,686 | $212,386+111.3% | $199,883+124.5% | $138,895+223.0% |
| Participation rate | 56.3% | 87.4%-31.1pp | 86.8%-30.5pp | 79.9%-23.7pp |
| Annual return | 31.53% | 47.75%-16.2pp | 43.81%-12.3pp | 145.39%-113.9pp |
| Employer contribution / active EE | $3,905 | $6,625-41.0% | $6,261-37.6% | $4,194-6.9% |
| Participant deferral / active EE | $9,278 | $9,617-3.5% | $9,138+1.5% | $6,396+45.1% |
| Admin fee / account holder | $21,005 | $18,233+15.2% | $17,268+21.6% | $12,562+67.2% |