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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 | $370,977 | $172,111+115.5% | $150,298+146.8% | $137,256+170.3% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 18.76% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,871 | $4,636-59.6% | $4,154-54.9% | $4,156-55.0% |
| Participant deferral / active EE | $7,210 | $6,166+16.9% | $5,453+32.2% | $6,407+12.5% |
| Admin fee / account holder | $2,977 | $16,471-81.9% | $14,116-78.9% | $12,270-75.7% |