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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 | $254,759+120.2% | $216,567+159.1% | $198,609+182.5% |
| Participation rate | 60.9% | 84.5%-23.6pp | 81.6%-20.8pp | 82.4%-21.5pp |
| Annual return | 20.07% | 10.04%+10.0pp | 12.94%+7.1pp | 202.70%-182.6pp |
| Employer contribution / active EE | $5,493 | $6,096-9.9% | $5,216+5.3% | $5,055+8.7% |
| Participant deferral / active EE | $9,520 | $6,948+37.0% | $6,191+53.8% | $6,977+36.5% |
| Admin fee / account holder | $8,495 | $26,311-67.7% | $21,981-61.4% | $19,030-55.4% |