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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 | $223,823+100.5% | $211,142+112.5% | $154,746+190.0% |
| Participation rate | 56.3% | 87.9%-31.6pp | 87.3%-31.0pp | 80.7%-24.5pp |
| Annual return | 31.53% | 50.39%-18.9pp | 46.84%-15.3pp | 172.34%-140.8pp |
| Employer contribution / active EE | $3,905 | $6,787-42.5% | $6,442-39.4% | $4,379-10.8% |
| Participant deferral / active EE | $9,278 | $9,750-4.8% | $9,284-0.1% | $6,730+37.9% |
| Admin fee / account holder | $21,005 | $19,707+6.6% | $19,076+10.1% | $14,365+46.2% |