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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 | $482,301 | $185,312+160.3% | $161,489+198.7% | $154,746+211.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 17.84% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $8,420 | $4,769+76.6% | $4,268+97.3% | $4,379+92.3% |
| Participant deferral / active EE | $4,460 | $6,350-29.8% | $5,630-20.8% | $6,730-33.7% |
| Admin fee / account holder | $2,545 | $18,654-86.4% | $16,006-84.1% | $14,365-82.3% |