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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 | $355,769 | $154,228+130.7% | $145,433+144.6% | $137,256+159.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,593 | $4,804-4.4% | $4,554+0.8% | $4,156+10.5% |
| Participant deferral / active EE | $12,300 | $8,216+49.7% | $7,897+55.7% | $6,407+92.0% |
| Admin fee / account holder | $1,566 | $14,344-89.1% | $13,129-88.1% | $12,270-87.2% |