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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 | $561,060 | $199,109+181.8% | $173,730+222.9% | $154,746+262.6% |
| Participation rate | 60.9% | 82.8%-21.9pp | 79.6%-18.7pp | 80.7%-19.8pp |
| Annual return | 20.07% | 20.02%+0.1pp | 19.96%+0.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $5,493 | $5,311+3.4% | $4,577+20.0% | $4,379+25.4% |
| Participant deferral / active EE | $9,520 | $7,113+33.9% | $6,326+50.5% | $6,730+41.5% |
| Admin fee / account holder | $8,495 | $20,916-59.4% | $17,523-51.5% | $14,365-40.9% |