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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 | $442,695 | $135,956+225.6% | $123,894+257.3% | $273,972+61.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 9.69% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $5,516 | $5,170+6.7% | $4,617+19.5% | $4,869+13.3% |
| Participant deferral / active EE | $9,274 | $6,343+46.2% | $5,984+55.0% | $5,287+75.4% |
| Admin fee / account holder | $2,016 | $9,817-79.5% | $8,357-75.9% | $10,133-80.1% |