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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 | $714,985 | $199,109+259.1% | $173,730+311.5% | $154,746+362.0% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.6%-34.1pp | 80.7%-35.2pp |
| Annual return | 19.48% | 20.02%-0.5pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,891 | $5,311-26.7% | $4,577-15.0% | $4,379-11.2% |
| Participant deferral / active EE | $8,340 | $7,113+17.3% | $6,326+31.8% | $6,730+23.9% |
| Admin fee / account holder | $17,672 | $20,916-15.5% | $17,523+0.8% | $14,365+23.0% |