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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 | $361,044 | $178,174+102.6% | $156,181+131.2% | $137,256+163.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 17.47% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,259 | $4,972-34.5% | $4,294-24.1% | $4,156-21.6% |
| Participant deferral / active EE | $7,884 | $6,888+14.5% | $6,132+28.6% | $6,407+23.1% |
| Admin fee / account holder | $28,890 | $17,404+66.0% | $14,586+98.1% | $12,270+135.4% |