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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 | $434,100 | $185,312+134.3% | $161,489+168.8% | $154,746+180.5% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 17.45% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,885 | $4,769-39.5% | $4,268-32.4% | $4,379-34.1% |
| Participant deferral / active EE | $7,559 | $6,350+19.0% | $5,630+34.3% | $6,730+12.3% |
| Admin fee / account holder | $2,728 | $18,654-85.4% | $16,006-83.0% | $14,365-81.0% |