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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 | $294,673 | $155,555+89.4% | $146,866+100.6% | $155,188+89.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 17.09% | 115.41%-98.3pp | 102.85%-85.8pp | 148.84%-131.7pp |
| Employer contribution / active EE | $4,598 | $4,647-1.0% | $4,425+3.9% | $4,248+8.3% |
| Participant deferral / active EE | $10,869 | $8,044+35.1% | $7,759+40.1% | $6,531+66.4% |
| Admin fee / account holder | $5,103 | $14,755-65.4% | $13,620-62.5% | $14,480-64.8% |