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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 | $431,067 | $199,109+116.5% | $173,730+148.1% | $154,746+178.6% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.6%-16.4pp | 80.7%-17.5pp |
| Annual return | 19.29% | 20.02%-0.7pp | 19.96%-0.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,889 | $5,311-45.6% | $4,577-36.9% | $4,379-34.0% |
| Participant deferral / active EE | $4,598 | $7,113-35.4% | $6,326-27.3% | $6,730-31.7% |
| Admin fee / account holder | $9,048 | $20,916-56.7% | $17,523-48.4% | $14,365-37.0% |