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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 | $184,014+96.2% | $161,149+124.0% | $138,895+159.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.8%-16.3pp | 79.9%-17.4pp |
| Annual return | 17.47% | 21.52%-4.1pp | 21.16%-3.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,259 | $5,055-35.5% | $4,360-25.3% | $4,194-22.3% |
| Participant deferral / active EE | $7,884 | $6,909+14.1% | $6,153+28.1% | $6,396+23.3% |
| Admin fee / account holder | $28,890 | $18,027+60.3% | $15,194+90.1% | $12,562+130.0% |