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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 | $420,831 | $185,312+127.1% | $161,489+160.6% | $154,746+171.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 15.07% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,124 | $4,769-55.5% | $4,268-50.2% | $4,379-51.5% |
| Participant deferral / active EE | $10,298 | $6,350+62.2% | $5,630+82.9% | $6,730+53.0% |
| Admin fee / account holder | $2,808 | $18,654-84.9% | $16,006-82.5% | $14,365-80.5% |