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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 | $174,379+112.7% | $152,093+143.9% | $138,895+167.1% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.8%-16.2pp | 79.9%-18.4pp |
| Annual return | 18.76% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,871 | $4,652-59.8% | $4,175-55.2% | $4,194-55.4% |
| Participant deferral / active EE | $7,210 | $6,159+17.1% | $5,451+32.3% | $6,396+12.7% |
| Admin fee / account holder | $2,977 | $16,880-82.4% | $14,497-79.5% | $12,562-76.3% |