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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 | $368,276 | $209,336+75.9% | $197,124+86.8% | $137,256+168.3% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 12.48% | 48.09%-35.6pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $4,605 | $6,591-30.1% | $6,227-26.1% | $4,156+10.8% |
| Participant deferral / active EE | $10,473 | $9,614+8.9% | $9,135+14.7% | $6,407+63.5% |
| Admin fee / account holder | $15,747 | $17,308-9.0% | $16,298-3.4% | $12,270+28.3% |