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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 | $456,426 | $154,228+195.9% | $145,433+213.8% | $137,256+232.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,303 | $4,804-31.3% | $4,554-27.5% | $4,156-20.5% |
| Participant deferral / active EE | $11,414 | $8,216+38.9% | $7,897+44.5% | $6,407+78.2% |
| Admin fee / account holder | $5,533 | $14,344-61.4% | $13,129-57.9% | $12,270-54.9% |