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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 | $458,778 | $196,972+132.9% | $182,262+151.7% | $198,609+131.0% |
| Participation rate | 61.5% | 85.7%-24.2pp | 84.2%-22.7pp | 82.4%-20.8pp |
| Annual return | 20.65% | 158.27%-137.6pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $6,402 | $5,364+19.4% | $5,046+26.9% | $5,055+26.6% |
| Participant deferral / active EE | $11,284 | $8,643+30.6% | $8,276+36.3% | $6,977+61.7% |
| Admin fee / account holder | $2,988 | $18,429-83.8% | $16,712-82.1% | $19,030-84.3% |