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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 | $399,655 | $138,312+189.0% | $122,979+225.0% | $155,188+157.5% |
| Participation rate | 44.4% | 80.2%-35.8pp | 77.2%-32.7pp | 80.8%-36.4pp |
| Annual return | 20.00% | 22.06%-2.1pp | 20.12%-0.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,467 | $3,530-30.1% | $3,062-19.4% | $4,248-41.9% |
| Participant deferral / active EE | $5,899 | $5,592+5.5% | $5,003+17.9% | $6,531-9.7% |
| Admin fee / account holder | $1,727 | $15,089-88.6% | $12,864-86.6% | $14,480-88.1% |